Diversified Portfolios
Legg Mason $12 billion fund opens to UK investors
Dan Kilpatrick, 14 December 2011
The asset management company has made its Brandywine Global Opportunistic Fixed Income fund available to UK investors.
The $12 billion (£7.7 billion) fund will be co-managed by David Hoffman and Stephen Smith, both managing partners and portfolio directors at Brandywine, a Philadelphia-based subsidiary of Legg Mason.
It is now available to UK investors through the group's Dublin-domiciled fund range.
In a statement, Legg Mason said the fund will invest primarily in investment grade sovereigns, and will have some exposure to corporate bonds and mortgage-backed securities across both developed and emerging markets.
Non-investment grade exposure will be capped at 35 per cent of the portfolio.
Investments will be concentrated in eight to 16 countries that it considers offer the best total returns, an approach that Hoffman and Smith feel minimises portfolio risk, said the group.
The fund will aim to outperform its benchmark, the Citigroup World Government Bond index, by at least 2 per cent annually.
Adam Gent (pictured), head of UK sales at Legg Mason, claimed that Brandywine Global’s global opportunistic fixed income strategy was popular among US retail and institutional investors and that it had a long track record of 'outstanding outperformance'.
'With demand increasingly moving towards strategies with the flexibility to invest globally in pursuit of strong risk-adjusted and inflation-beating returns, we believe this fund will appeal to UK investors who want diversification and performance through a management team which has the proven ability to deliver in all types of market environment,' he added.
Advertisement
Free Magazine: How To Invest For Income
Free Magazine: How To Invest For Income In this free edition of MarketViews, Peter Temple highlights key features that can make income-based investing generate such good results. Get your free copy here
Free Guide: 8 Common Trading Indicators
Get this free guide to find out how to use technical indicators to give you a sense of what the market will do next. Get your free copy here.
No hassle and no admin fees. Open an account now with The Share Centre. Find out more.
A free guide to Gold Investment
Physical Gold protects against global economic downturn by providing crucial portfolio balance. You can buy gold bars for your UK pension and receive up to 40% price discount via tax relief. Buy tax-free gold coins as an alternative to poor interest rates. Find out more and download this free guide to gold investment.
The TaxGuide.co.uk has a wealth of tips and advice from working out your tax bill, through to the latest personal tax rules. Get your personal tax tips today.
FREE Report: Inside Investment Trusts
Written by the team behind What Investment, this exclusive FREE report covers:
- Why Investment Trusts are better than Unit Trusts
- How new legislation is broadening the appeal of Investment Trusts
- Where to look for buying opportunities
- Why now is the time to buy Investment Trusts
- The Investment Trusts to invest in at the moment


Comments
Please register or login to comment on this article.