Fact sheet: Thornburg Global Opportunities

Fund information

Fund name
Thornburg Global Opportunities A
Fund company manager
Thornburg Investment Managmt
Fund type
SIB
Fund objective
-
Benchmark
-
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

24.79 %

1 Year rank in sector

8/470

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

119

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.09 %8.02 %24.79 %25.11 %96.21 %
Sector0.15 %5.45 %12.57 %22.39 %57.57 %
Rank within sector380 / 502154 / 4928 / 470162 / 37425 / 285
Quartile th4 th2 nd1 st2 nd1 st

Calendar performance

YTD-20172016201520142013
Fund13.8 %4.41 %-1.47 %18.84 %28.15 %
Sector9.97 %7.94 %0.71 %5.96 %21.26 %
Rank within sector139 / 487280 / 443279 / 39332 / 34759 / 306
Quartile th2 nd3 rd3 rd1 st1 st

Risk statistics

Alpha1.41
Beta1.09
Sharpe0.39
Volatility12.37
Tracking error7.3
Information ratio0.23
R-Squared0.65

Price movement

52 week high19.59
52 week low15.36
Current bid price0
Current offer price0
Current mid price19.13

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-