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

16.32 %

1 Year rank in sector

259/483

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

123

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.99 %1.85 %16.32 %17.89 %91.06 %
Sector1.03 %6.64 %17.3 %24.2 %65.08 %
Rank within sector502 / 507447 / 502259 / 483288 / 38459 / 290
Quartile th4 th4 th3 rd3 rd1 st

Calendar performance

YTD-20172016201520142013
Fund14.46 %4.41 %-1.47 %18.84 %28.15 %
Sector14.64 %7.94 %0.71 %5.96 %21.26 %
Rank within sector251 / 492281 / 447285 / 39531 / 34658 / 302
Quartile th3 rd3 rd3 rd1 st1 st

Risk statistics

Alpha-0.66
Beta1.08
Sharpe0.33
Volatility12.26
Tracking error7.24
Information ratio-0.05
R-Squared0.65

Price movement

52 week high19.72
52 week low16.32
Current bid price0
Current offer price0
Current mid price19.24

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-