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Brown Advisory Global Sustainable Total Return Class B - Income (GBP)

Sell:941.00p Buy:941.00p Change: 2.00p (0.21%)
Prices as at 14 June 2024
Sell:941.00p
Buy:941.00p
Change: 2.00p (0.21%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 14 June 2024
Sell:941.00p
Buy:941.00p
Change: 2.00p (0.21%)
Prices as at 14 June 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector can invest in government and corporate bonds issued globally. And they can often be denominated in overseas currencies. Foreign currencies boost performance if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true when sterling strengthens. These funds can be very different from each other. Some focus on generating income, others try to shelter investors' money during the bad times and might not generate any income. We think there are only a handful of investors with the skill to successfully manage a fund in this sector.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

17/06/19 to 17/06/20 17/06/20 to 17/06/21 17/06/21 to 17/06/22 17/06/22 to 17/06/23 17/06/23 to 17/06/24
Annual return n/a n/a n/a -0.57% 2.75%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Colby Stilson
Manager start date: 31 January 2022
Manager located in: TBC

is a partner and portfolio manager in the global sustainable fixed income team. He joined Brown Advisory after three years as an investor and operator within private markets, most recently as a partner and executive at TIFIN Group. Prior to that, Colby spent 18 years as an investor in public markets managing credit portfolios and covering industries including TMT, financials, energy, industrials, and sovereigns. His most recent role was at ArrowMark Partners where his responsibilities included research, trading, and portfolio management. He helped lead efforts to build, launch, and manage a corporate credit research platform. Prior to joining ArrowMark, in 2013, Colby helped lead efforts to launch a global fixed income business at Janus Henderson Investors (formerly known as Janus Capital) in London, UK. The first half of his career at Janus was primarily focused on credit and equity research. He began his career within telecommunications M&A at Lumen (formerly known as Level 3 Communications).

Manager Name: Ryan Myerberg
Manager start date: 31 January 2022
Manager located in: TBC

is a partner and portfolio manager in the global sustainable fixed income team. Prior to joining Brown Advisory in March 2021, Ryan was the Head and CIO of Absolute Return Fixed Income at Amundi Asset Management, leading a team of investors across four global investment hubs. He spent the previous 9 years at Janus Henderson Investors where he was responsible for launching Janus' global fixed income platform in London in 2010, and serving as a portfolio manager across a number of global macro and global credit strategies. Prior to his move to London in 2008 with BlueMountain Capital Management, Ryan spent 6 years in New York, working at both Morgan Stanley and Lehman Brothers. Ryan received his Bachelor of Arts degree in foreign affairs from the University of Virginia in 2002.

Manager Name: Chris Diaz
Manager start date: 31 January 2022
Manager located in: TBC

is a partner and portfolio manager in the global sustainable fixed income team. Prior to joining Brown Advisory in January 2021, Chris was Co-Head of Global Bonds at Janus Henderson Investors, where he managed a team of portfolio managers and analysts across three continents. He was the Lead Manager of the Janus Henderson Global Bond Fund and all related portfolios as well as the Janus Henderson Horizon Total Return Bond Fund. Chris was responsible for developing the global investment process and setting currency, interest rate and asset allocation policy for Janus Henderson global multi-sector portfolios. Prior to joining Janus Capital in 2011, Chris was the Head of Global Rates at ING Investment Management where he was responsible for global macro strategies and oversaw the interest rate, currency and derivative trading desk. He was the Co-Portfolio Manager of the ING Global Bond Fund and all related portfolios. He began his career at SunTrust Equitable Securities in 1997, where he served as a fixed income portfolio analyst. Chris received his Bachelor of Science degree in business administration from the University of South Carolina and earned an MBA with a concentration in finance from Emory University, Goizueta Business School.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account