View more on these topics

Legg Mason Asset Management – Brandywine Global Opportunistic Fixed Income Fund

Legg Mason Asset Management – Brandywine Global Opportunistic Fixed Income Fund

Type: Offshore Oeic

Aim: Income and growth by investing globally in government bonds, corporate bonds and mortgage-backed securities

Minimum investment: Lump sum £1,000, euro 1,000, $1,000 or currency equivalent

Investment split: 35.2% US, 8.62% Australia, 7.4% UK, 7.3% Mexico. 5.15% Poland, 4.67% Malaysia, 4.09% South Korea, 4.07% Norway, 3.68% Canada, 3.08% New Zealand, 2.76% South Africa, 2.25% Hungary, 2.06% Indonesia, 1.12% Germany, 8.52% cash/cash equivalents

Place of registration: Dublin

Charges: Initial up to 5%, annual 1.15% plus 0.15% shareholder servicing fee

Commission: Subject to negotiation

Tel: 00353 53 914 9999



Co-op front runner for Lloyds branches

Lloyds Banking Group has named the Co-operative Group as the preferred bidder for the 632 branches the EU has told it to offload. The European Union told Lloyds it had to sell at least 600 of its branches, known as project Verde, which accounts for 19 per cent of its total mortgage book of £341bn, […]

Cornell joining FSA an analyst

Industry consultant and Money Marketing columnist Jonathan Cornell is joining the FSA as an analyst in its retail intermediaries and mortgage sector team. Cornell, who will take up his new role in January, has more than 16 years experience in the sector. Most recently as a consultant, Cornell has worked with London IFA First Action […]

Wagstaff quits SIG for Henderson

Phil Wagstaff has quit Skandia Investment Group to join Henderson Global Investors as global head of distribution. Wagstaff, who was the former global head of distribution at Gartmore, was appointed by SIG in October as chief executive and has been in the role for only two weeks. Henderson acquired Gartmore earlier this year for £335m, […]

Unfinished business?

Pension specialist Fiona Tait gives an update on three big announcements from the 2016 Budget – Pensions Advice Allowance (PAA), the Lifetime ISA (LISA) and the pension dashboard. £500 Pensions Advice Allowance What’s new Under current rules it is possible to deduct an adviser charge from a defined contribution pension fund to pay for financial […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment