Fact sheet: Thornburg Global Opportunities

Fund information

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

Quick stats

1 Year return

23.35 %

1 Year rank in sector

51/476

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

123

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.81 %9.05 %23.35 %35.99 %90.41 %
Sector2.42 %8.34 %16.13 %32.48 %60.31 %
Rank within sector312 / 503247 / 49851 / 476167 / 38142 / 294
Quartile th3 rd2 nd1 st2 nd1 st

Calendar performance

YTD-20172016201520142013
Fund16.89 %4.41 %-1.47 %18.84 %28.15 %
Sector13.46 %7.94 %0.71 %5.96 %21.26 %
Rank within sector167 / 489279 / 444287 / 39633 / 34757 / 305
Quartile th2 nd3 rd3 rd1 st1 st

Risk statistics

Alpha0.38
Beta1.08
Sharpe0.37
Volatility12.32
Tracking error7.37
Information ratio0.09
R-Squared0.64

Price movement

52 week high19.66
52 week low15.57
Current bid price0
Current offer price0
Current mid price19.65

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-