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

17.1 %

1 Year rank in sector

247/483

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

125

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.52 %3.95 %17.1 %26.77 %82.61 %
Sector3.06 %9.16 %18.04 %31.52 %61.46 %
Rank within sector234 / 501428 / 497247 / 483267 / 38965 / 304
Quartile th2 nd4 th3 rd3 rd1 st

Calendar performance

YTD-20182017201620152014
Fund2.37 %17.79 %4.41 %-1.47 %18.84 %
Sector3.09 %16.28 %7.94 %0.71 %5.96 %
Rank within sector327 / 499218 / 482275 / 438280 / 38830 / 342
Quartile th3 rd2 nd3 rd3 rd1 st

Risk statistics

Alpha-1.67
Beta1.07
Sharpe0.26
Volatility12.2
Tracking error7.35
Information ratio-0.19
R-Squared0.64

Price movement

52 week high20.39
52 week low17.34
Current bid price0
Current offer price0
Current mid price20.27

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-