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Active & Flexible Investment Solutions

Active and Flexible Solutions

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

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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.

Institutional Strategies

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
$2.1 B
Equity Income Builder
Global Equity
Growth and Income
1 May 2019
$72.3 M*
International Equity
International Equity
Growth
1 Jun 1998
$4.4 B*
International Growth
International Equity
Growth
1 Mar 2007
$729.9 M
International Equity ESG
International Equity
Growth
1 Oct 2015
$501.9 M
Emerging Markets Equity
Emerging Markets Equity
Growth
1 Jan 2010
$564.7 M
Small/Mid Cap Core
U.S. Equity
Growth
1 Jan 2021
$516.0 M
Small/Mid Cap Growth
U.S. Equity
Growth
1 Jan 2021
$219.4 M
Investment Income Builder
Multi-Asset
Growth and Income
1 Jan 2003
$17.2 B
Multi Asset
Multi-Asset
Growth
1 Apr 2019
$97.2 M
Limited Term Income
Global Fixed Income
Income
1 Feb 1993
$6.4 B
Limited Term U.S. Government
Global Fixed Income
Income
1 Mar 1988
$102.1 M
Multisector Opportunistic
Global Fixed Income
Income
1 Jan 2008
$10.1 B
High Yield
Global Fixed Income
Income
1 Apr 2019
$7.9 M
Ultra Short Income
Global Fixed Income
Income
1 Oct 2020
$275.4 M
Corporate Bond
Global Fixed Income
Income
1 Jul 2020
$3.3 M
Intermediate Term Municipal
Municipal Bond
Income
1 Nov 1991
$2.2 B
Limited Term Municipal
Municipal Bond
Income
1 Jan 1985
$2.8 B
Strategic Municipal Income
Municipal Bond
Income
1 Jan 2000
$375.5 M
Short Duration Municipal
Municipal Bond
Income
1 Apr 2014
$124.5 M
UCITS Funds

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
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Dashboard
Global Opportunities
Global Equity
Growth
30 Mar 2012
$19.8 M
Equity Income Builder
Global Equity
Growth and Income
29 Jun 2012
$167.9 M
International Equity
International Equity
Growth
30 Mar 2012
$31.1 M
Limited Term Income
Global Fixed Income
Income
3 May 2017
$72.7 M
Strategic Income
Global Fixed Income
Income
28 Dec 2018
$95.0 M

Institutional Strategies and Managed Accounts:

Investments in the Strategy carry risks, including possible loss of principal. Carefully consider the Strategy's investment objectives, risks, and expenses before investing. There is no guarantee that the portfolio will meet its investment objectives.