Unsubscribe

Confirm you would like to unsubscribe from this list

Remove strategy

Confirm you would like to remove this strategy from your list

Welcome to Thornburg

Please select your location and role to help personalize the site.
Please review our Terms & Conditions

TERMS AND CONDITIONS OF USE

Please read the information below. By accessing this web site of Thornburg Investment Management, Inc. ("Thornburg" or "we"), you acknowledge that you understand and accept the following terms and conditions of use.

Disclaimers

Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be licensed or available in all jurisdictions and there may be restrictions or limitations to whom this information may be made available. Unless otherwise indicated, no regulator or government authority has reviewed the information or the merits of the products and services referenced herein. Past performance is not a reliable indicator of future performance. Investments carry risks, including possible loss of principal.

Reference to a fund or security anywhere on this website is not a recommendation to buy, sell or hold that or any other security. The information is not a complete analysis of every material fact concerning any market, industry, or investment, nor is it intended to predict the performance of any investment or market.

All opinions and estimates included on this website constitute judgements of Thornburg as at the date of this website and are subject to change without notice.

All information and contents of this website are furnished "as is." Data has been obtained from sources considered reliable, but Thornburg makes no representation as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg disclaims, to the fullest extent of the law, any implied or express warranty of any kind, including without limitation the implied warranties of merchantability, fitness for a particular purpose and non-infringement.

If you live in a state that does not allow disclaimers of implied warranties, our disclaimer may not apply to you.

Although Thornburg intends the information contained in this website to be accurate and reliable, errors sometimes occur. Thornburg does not warrant that the information to be free of errors, that the functions contained in the site will be uninterrupted, that defects will be corrected or that the site and servers are free from viruses or other harmful components. You agree that you are responsible for the means you use to access this website and understand that your hardware, software, the Internet, your Internet service provider, and other third parties involved in connecting you to our website may not perform as intended or desired. We also disclaim responsibility for damages third parties may cause to you through the use of this website, whether intentional or unintentional. For example, you understand that hackers could breach our security procedures, and that we will not be responsible for any related damages.

Thornburg Investment Management, Inc. is regulated by the U.S. Securities and Exchange under U.S. laws which may differ materially from laws in other jurisdictions.

Online Privacy and Cookie Policy

Please review our Online Privacy and Cookie Policy, which is hereby incorporated by reference as part of these terms and conditions.

Third Party Content

Certain website's content has been obtained from sources that Thornburg believes to be reliable as of the date presented but Thornburg cannot guarantee the accuracy, timeliness, completeness, or suitability for use of such content. The content does not take into account individual investor's circumstances, objectives or needs. The content is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services, nor does it constitute investment advice and should not be used as the basis for any investment decision.

Suitability

No determination has been made regarding the suitability of any securities, financial instruments or strategies for any investor. The website's content is provided on the basis and subject to the explanations, caveats and warnings set out in this notice and elsewhere herein. The website's content does not purport to provide any legal, tax or accounting advice. Any discussion of risk management is intended to describe Thornburg's efforts to monitor and manage risk but does not imply low risk.

Limited License and Restrictions on Use

Except as otherwise stated in these terms of use or as expressly authorized by Thornburg in writing, you may not:

  • Modify, copy, distribute, transmit, post, display, perform, reproduce, publish, broadcast, license, create derivative works from, transfer, sell, or exploit any reports, data, information, content, software, RSS and podcast feeds, products, services, or other materials (collectively, "Materials") on, generated by or obtained from this website, whether through links or otherwise;
  • Redeliver any page, text, image or Materials on this website using "framing" or other technology;
  • Engage in any conduct that could damage, disable, or overburden (i) this website, (ii) any Materials or services provided through this website, or (iii) any systems, networks, servers, or accounts related to this website, including without limitation, using devices or software that provide repeated automated access to this website, other than those made generally available by Thornburg;
  • Probe, scan, or test the vulnerability of any Materials, services, systems, networks, servers, or accounts related to this website or attempt to gain unauthorized access to Materials, services, systems, networks, servers, or accounts connected or associated with this website through hacking, password or data mining, or any other means of circumventing any access-limiting, user authentication or security device of any Materials, services, systems, networks, servers, or accounts related to this website; or
  • Modify, copy, obscure, remove or display the Thornburg name, logo, trademarks, notices or images without Thornburg's express written permission. To obtain such permission, you may e-mail us at info@thornburg.com.

Severability, Governing Law

Failure by Thornburg to enforce any provision(s) of these terms and conditions shall not be construed as a waiver of any provision or right. This website is controlled and operated by Thornburg from its offices in Santa Fe, New Mexico. The laws of the State of New Mexico govern these terms and conditions. If you take legal action relating to these terms and conditions, you agree to file such action only in state or federal court in New Mexico and you consent and submit to the personal jurisdiction of those courts for the purposes of litigating any such action.

Termination

You acknowledge and agree that Thornburg may restrict, suspend or terminate these terms and conditions or your access to, and use, of the all or any part this website, including any links to third-party sites, at any time, with or without cause, including but not limited to any breach of these terms and conditions, in Thornburg's absolute discretion and without prior notice or liability.

Decline

Give Us a Call

Fund Operations
800.847.0200

FIND ANOTHER CONTACT
home-inst

Active and Flexible Solutions

Thornburg supports efficient portfolio construction for institutional and individual investors across regions with comprehensive account types.

Learn More

Our best thinking in every vehicle

Well-defined strategic objectives and a repeatable investment process are evident in all Thornburg investments.

With a perceptive eye on the global markets and systematic, objective analysis, we actively manage high-conviction portfolios for consistent risk-adjusted outperformance across institutional strategies, mutual funds, managed accounts, closed-end funds, collective investment trusts, and UCITS funds.

Active fund solutions that can serve as essential components – equity, fixed income and multi-asset – of a diversified portfolio.

Investment name
Asset Class
Investment Objective
Inception date
Net assets
Add to My
Dashboard
Global Opportunities
Global Equity
Growth
28 Jul 2006
$906.7 M
International Equity
International Equity
Growth
28 May 1998
$2.1 B
International Growth
International Equity
Growth
1 Feb 2007
$916.0 M
Better World International
International Equity
Growth
30 Sep 2015
$387.0 M
Developing World
Emerging Markets Equity
Growth
16 Dec 2009
$877.6 M
Small/Mid Cap Core
U.S. Equity
Growth
2 Oct 1995
$564.6 M
Small/Mid Cap Growth
U.S. Equity
Growth
27 Dec 2000
$301.4 M
Investment Income Builder
Multi-Asset
Growth and Income
24 Dec 2002
$9.8 B
Summit
Multi-Asset
Growth and Income
26 Jan 2022
$58.9 M
Limited Term Income
Global Fixed Income
Income
1 Oct 1992
$7.7 B
Limited Term U.S. Government
Global Fixed Income
Income
16 Nov 1987
$221.6 M
Strategic Income
Global Fixed Income
Income
19 Dec 2007
$4.8 B
Ultra Short Income
Global Fixed Income
Income
30 Dec 2013
$230.7 M
Limited Term Municipal
Municipal Bond
Income
28 Sep 1984
$3.9 B
Intermediate Municipal
Municipal Bond
Income
22 Jul 1991
$838.4 M
California Limited Term Municipal
Municipal Bond
Income
19 Feb 1987
$343.0 M
New Mexico Intermediate Municipal
Municipal Bond
Income
18 Jun 1991
$118.5 M
New York Intermediate Municipal
Municipal Bond
Income
5 Sep 1997
$29.4 M
Strategic Municipal Income
Municipal Bond
Income
1 Apr 2009
$283.2 M
Short Duration Municipal
Municipal Bond
Income
30 Dec 2013
$164.2 M

For institutional investors, our separately managed accounts and commingled funds reflect the best thinking across the firm, fundamental research and disciplined portfolio construction guiding Thornburg’s strategies.

Investment name
Asset Class
Investment Objective
Inception date
Net assets
Add to My
Dashboard
Global Opportunities
Global Equity
Growth
1 Aug 2006
$1.3 B
Equity Income Builder
Global Equity
Growth and Income
1 May 2019
$25.8 M
International Equity
International Equity
Growth
1 Jun 1998
$2.2 B
International Growth
International Equity
Growth
1 Mar 2007
$916.0 M
International Equity ESG
International Equity
Growth
1 Oct 2015
$387.0 M
Emerging Markets Equity
Emerging Markets Equity
Growth
1 Jan 2010
$877.6 M
Small/Mid Cap Core
U.S. Equity
Growth
1 Jan 2021
$591.3 M
Small/Mid Cap Growth
U.S. Equity
Growth
1 Jan 2021
$301.4 M
Investment Income Builder
Multi-Asset
Growth and Income
1 Jan 2003
$9.8 B
Multi Asset
Multi-Asset
Growth
1 Apr 2019
$105.4 M
Limited Term Income
Global Fixed Income
Income
1 Feb 1993
$7.9 B
Limited Term U.S. Government
Global Fixed Income
Income
1 Mar 1988
$221.6 M
Multisector Opportunistic
Global Fixed Income
Income
1 Jan 2008
$4.9 B
High Yield
Global Fixed Income
Income
1 Apr 2019
$6.1 M
Ultra Short Income
Global Fixed Income
Income
1 Oct 2020
$230.7 M
Corporate Bond
Global Fixed Income
Income
1 Jul 2020
$2.7 M
Intermediate Term Municipal
Municipal Bond
Income
1 Nov 1991
$1.4 B
Limited Term Municipal
Municipal Bond
Income
1 Jan 1985
$5.0 B
Strategic Municipal Income
Municipal Bond
Income
1 Jan 2000
$283.2 M
Short Duration Municipal
Municipal Bond
Income
1 Apr 2014
$164.2 M

High-net-worth individuals and institutions can access a diverse series of investment strategies with the same bottom-up fundamental investment expertise and ability to customize portfolios for your most complex clients.

Investment name
Asset Class
Investment Objective
Inception date
Net assets
Add to My
Dashboard
Equity Income Builder
Global Equity
Growth and Income
1 May 2019
$25.8 M
International ADR
International Equity
Growth
1 Aug 2003
$83.1 M
International Growth ADR
International Equity
Growth
1 May 2010
$27.1 M
Emerging Markets ADR
Emerging Markets Equity
Growth
1 Nov 2018
$30.2 M
Limited Term Income
Global Fixed Income
Income
1 Feb 1993
$7.9 B
Limited Term U.S. Government
Global Fixed Income
Income
1 Mar 1988
$221.6 M
Intermediate Term Municipal
Municipal Bond
Income
1 Nov 1991
$1.4 B
Limited Term Municipal
Municipal Bond
Income
1 Jan 1985
$5.0 B
Investment name
Asset Class
Investment Objective
Inception date
Net assets
Add to My
Dashboard
Income Builder Opportunities Trust
Multi-Asset
Income
27 Jul 2021
$499.7 M

For non-U.S. domiciled investors, Thornburg’s UCITS Funds offer a select group of global equity and fixed income solutions that leverages the entire platform, an expert investment process, and disciplined portfolio construction.

Investment name
Asset Class
Investment Objective
Inception date
Net assets
Add to My
Dashboard
Global Opportunities
Global Equity
Growth
28 Jun 2017
$15.1 M
International Equity
International Equity
Growth
30 Mar 2012
$23.1 M
Developing World
Emerging Markets Equity
Growth
2 Jul 2013
$10.0 M
Investment Income Builder
Multi-Asset
Growth and Income
29 Jun 2012
$20.8 M
Limited Term Income
Global Fixed Income
Income
3 May 2017
$120.1 M
Strategic Income
Global Fixed Income
Income
28 Dec 2018
$55.5 M
Feedback