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

21.31 %

1 Year rank in sector

39/471

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

120

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.28 %8.86 %21.31 %24.2 %87.74 %
Sector1.95 %4.68 %14.42 %20.6 %55.76 %
Rank within sector261 / 502151 / 49239 / 471153 / 37433 / 286
Quartile th3 rd2 nd1 st2 nd1 st

Calendar performance

YTD-20172016201520142013
Fund14.81 %4.41 %-1.47 %18.84 %28.15 %
Sector10.85 %7.94 %0.71 %5.96 %21.26 %
Rank within sector162 / 485276 / 441279 / 39132 / 34558 / 302
Quartile th2 nd3 rd3 rd1 st1 st

Risk statistics

Alpha0.31
Beta1.1
Sharpe0.26
Volatility12.46
Tracking error7.38
Information ratio0.08
R-Squared0.65

Price movement

52 week high19.59
52 week low15.57
Current bid price0
Current offer price0
Current mid price19.3

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-