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.

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*All returns are per annum, after fees and before taxes. Data updated at 1:11pm 20 May 2024 (NZT)

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Legg Mason Brandywine Global Opportunistic Fixed Income

Investment Objective

Finance News

BlackRock yet to make investments from NZ climate fund

Fonterra has received ‘unsolicited’ interest in consumer business

Aussie's books lurch into the red

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