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FundSource

Legg Mason Brandywine Global Opportunistic Fixed Income

Investment Objective

The Fund seeks to maximise total return, consisting of capital appreciation and income, by investing at least two-thirds of its Net Asset Value in debt securities that are listed or traded anywhere in the world, including Emerging Market Countries. At least 65% of the Fund’s Net Asset Value will be invested in debt securities with an Investment Grade credit quality rating. The manager follows a value approach to investing and will concentrate investments in undervalued markets that the manager believes will provide the best opportunity for declining interest rates and a return to lower real rates over time.

Finance News

December interest rate cut uncertain: Fed governor
Finance

December interest rate cut uncertain: Fed governor

Lisa Cook says the timing of further reductions will depend on new data.

The Wall Street Journal 8:30am
Finance

Bayly to banks: ‘Just get on with it’

Minister Andrew Bayly is impatient for the changes needed to improve competition.

Ben Moore 20 Nov 2024
Bayly to banks: ‘Just get on with it’
Finance

‘Regulatory failure’ let NZ’s payments fall behind

NZ was the All Blacks of payments, but now barely makes regionals as regulation lagged.

Ben Moore 19 Nov 2024
‘Regulatory failure’ let NZ’s payments fall behind
*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 21 November 2024 (NZT)
FundSource
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NZME Publishing Ltd
FundInfo

Third party data: All data displayed on the FundSource pages (Data) on BusinessDesk has been sourced from an independent third party, FE Fundinfo. NZME and its related bodies corporate and affiliates (together NZME) do not make any representation as to the currency, fairness, accuracy, completeness or reliability of the Data. Nor will NZME have any liability to any person in relation to the use of or reliance on the Data.

No financial or investment advice: The Data is general information only. It is not financial product or investment advice or an investment recommendation, and has not been prepared taking into account the objectives, financial situation or needs of any person. Potential investors should seek their own independent advice from a qualified financial adviser prior to making an investment decision. NZME makes no recommendation in relation to, and accept no responsibility or ongoing liability for, any person’s investment decisions.

No offer: The Data is only to be accessed by New Zealand residents from within New Zealand, and may not be copied or distributed to any other person. The Data does not constitute an offer or solicitation to offer financial products or conduct investment business in New Zealand or any other jurisdiction.

No guarantee: Past performance information should not be relied upon as (and is not) a promise, representation, warranty or guarantee as to the past, present or future performance. NZME does not guarantee repayment of any capital or payment of any returns on capital invested in the investments referred to in the Data.

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