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BrandywineGLOBAL Global Opp Bond A GOBAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis GOBAX

Will GOBAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GOBAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GOBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GOBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Expect a bumpy ride here.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

The Brandywine Global Opportunistic Fixed Income strategy, which includes BrandywineGLOBAL Global Opportunities Bond, its UCITs twin, and Australian counterpart, exhibits an intrepid yet well-orchestrated process executed by an experienced team. Although not for the faint-hearted, its managers have stayed disciplined through careening markets.

by Saraja Samant
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