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Legg Mason WA Global Multi Strat A Acc H EUR

Ranked 10 out of 36 in - Global Flexible over 12 months
All calculations are in SEK unless stated

Managed by

Ian R. Edmonds

Ian R. Edmonds is a portfolio manager and research analyst at Western Asset Management, where he has worked since 1994. Edmonds was educated at University College, London, where he achieved a degree in Mathematics, later moving to Bacon & Woodrow and becoming a part-qualified Actuary. Edmonds then made the move into fund management with Western Asset Management, and is responsible for the Legg Mason WA Global Multi Strategy fund. He runs the fund with a fundamental and active sector rotation approach, seeking sectors that have the best relative value, total return potential and risk diversification characteristics. Edmonds enjoys football outside of work.

Objective

The Fund seeks to maximise total return through income and capital appreciation by investing primarily in debt securities across the major fixed income sectors and that are listed or traded in developed and emerging market countries and denominated in U.S. dollars, Japanese yen, pound sterling, euro and a variety of other currencies. The Fund will have a substantial portion invested in debt securities rated at least BBB by S&P, or equivalent quality, but may also invest in high yielding debt securities which are of a lesser quality.

Showing fund performance in Sweden View performance globally

Performance

Global Flexible over : 31/10/2016 - 31/10/2017
  • Rank 10/36 Total Return
  • Rank 23/36 Standard Deviation
  • Rank 16/36 Max Drawdown
Fund Name Currency Return
8 PIMCO GIS Income E EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

SEK

3.4%

9 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

2.8%

10 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

2.8%

11 NN (L) First Cl. Yield Opportunities P Cap EUR SEK

2.5%

12 Schroder ISF Global Credit Dur Hedged C Dis

Currency exposure is hedged

Currency exposure is hedged

SEK

1.2%

Fund Name Currency Risk
21 Henderson HF Total Return Bond A2 EUR SEK

5.5

22 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

5.6

23 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

5.6

24 Fidelity Funds - Flex Bond A-ACC-EUR (EUR/GBP) H

Currency exposure is hedged

Currency exposure is hedged

SEK

5.8

25 Nomura Funds Ireland-Global Dynamic Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

SEK

5.8

Fund Name Currency Loss
14 UBAM Unconstrained Bond IPC EUR SEK

-4.3%

15 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.4%

16 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.4%

17 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.5%

18 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.2% 2.5% 1.4%
2016 15.2% 4.3% 6.3% 5.2% -1.2%
2015 -8.8% 0.1% -1.7% -3.8% -3.7%
2014 9.2% 2.8% 5.6% -1.9% 2.5%
2013 -0.4% -3.1% 0.0% 0.1% 2.7%
2012 5.8% 2.7% -0.4% 0.3% 3.1%
2011 1.0% 1.2% 3.6% -3.2% -0.5%
2010 -5.0% -2.1% -3.1% 2.9% -2.6%
2009 18.6% -3.1% 14.2% 5.4% 1.7%
2008 -1.4% -3.1% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Hong Kong
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Malta
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date12/02/2008
  • Share Class size14Mn
  • Base currencyEUR
  • ISIN IE00B23Z7J34
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).