FTF Brandywine Global Income Optimiser Fund

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There is only one type of share class for this fund.

FTF Brandywine Global inc Optimiser Fund Class W Inc

Category Global Flexible Bond - GBP Hedged
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.9262

arrow-up£0.001 (+0.06%)

Fund Code

LMBWI

BNBS7S0

GB00BNBS7S01

Prices updated as at 23 Jan 2025
|
Prices in GBP
Investment objective
The Fund aims to generate income and preserve capital over periods of five years or more, after all fees and costs are deducted. The Fund invests at least 80% of its assets in any of: Debt securities or bonds (a type of debt obligation) issued by governments, government-related or supranational organisations and corporations in any industry, anywhere in the world, including china. Convertible bonds (a type of corporate bond which can be exchanged for shares in the same organisation). Bonds whose value is secured by mortgages or other assets (mortgage or asset-backed securities).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Franklin Templeton Fund Management Ltd
Fund launch date
23 Sep 2022
Domicile
United Kingdom
UCITS
Yes
Fund manager
Brian Kloss
Manager start date
19 Dec 2011
Fund manager biography
Brian L. Kloss, JD, CPA, is a portfolio manager and head of high yield for Brandywine Global. Brian joined Brandywine Global in December 2009。Previously, Brian was co-portfolio manager at Dreman Value Management, LLC (2007-2009); high yield analyst/trader at Gartmore Global Investments (2002-2007); high yield and equity portfolio manager and general analyst at Penn Capital Management, Ltd. (2000-2002); an analyst with The Concord Advisory Group, Ltd. (1998-2000); and an international tax consultant with Deloitte & Touche LLP (1995-1998).
Fund manager
Tracy Chen
Manager start date
19 Dec 2011
Fund manager biography
Tracy Chen, CFA®, CAIA is a portfolio manager and head of Structured Credit for Brandywine Global. She joined the firm in August 2008. Prior to joining Brandywine Global, she was with UBS Investment Bank as director of the fixed income valuation group (2006-2008), GMAC Mortgage Group as a mortgage pricing analyst (2003-2006), Deloitte Consulting as a senior corporate strategy consultant (2001-2003), and J&A Securities Ltd. in Shenzhen, China, as an international corporate finance associate (1995-1999).
Head office
-
London
United Kingdom
WC2N 6HT
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