Thornburg Global Opportunities Fund

FUND OBJECTIVE

The Fund seeks long-term capital appreciation by investing in equity and debt securities of all types (primarily equity securities) from issuers around the world.

There is no guarantee that the Fund will meet its objectives.

INVESTMENT STRATEGY

The Fund invests in equity securities from around the world. A flexible mandate allows the Fund to pursue long-term performance using a broad approach to geography and market capitalization.

PORTFOLIO MANAGEMENT

Brian McMahon
Brian McMahon
Vice Chairman and Chief Investment Strategist
W. Vinson Walden, CFA
W. Vinson Walden, CFA
Portfolio Manager and Managing Director
Portfolio managers are supported by the entire Thornburg investment team.

Fund Facts as of

CLASS SYMBOL NAV CHANGE
(from 11/8/2019)
CUSIP INCEPTION
DATE
A THOAX $29.95 $-0.28 885-215-343 7/28/2006
C THOCX $28.83 $-0.27 885-215-335 7/28/2006
I THOIX $30.08 $-0.28 885-215-327 7/28/2006
R3 THORX $29.63 $-0.28 885-215-145 2/1/2008
R4 THOVX $29.68 $-0.27 885-215-137 2/1/2008
R5 THOFX $30.11 $-0.28 885-215-129 2/1/2008
R6 THOGX $30.19 $-0.28 885-216-655 4/10/2017
  • Net Assets as of 9/30/2019: $1.3 B
  • Capital Gains Paid Annually: No 2018 Capital Gains Paid
  • Benchmark: MSCI AC World Index
Important Information