UCITS Funds

  • Rising LNG Tide Changes How It’s Priced and Traded

    Supply and demand growth in liquefied gas benefits some producers more than others. For investors in U.S. upstream gas producers and Gulf Coast LNG infrastructure, caveat emptor.

  • Powell Tempers the Fed’s “Hawkish Cut”

    While the Fed met expectations in its latest interest rate reduction, it signaled that hikes are a long way off.

  • Repo Market Rate Spikes, Bank Regulation and the QE Misnomer

    Recent stress in repo markets reflect the confluence of a shrunken Fed balance sheet amid steady economic growth and increasing capital and liquidity regulations on banks.

For non-U.S. domiciled investors, Thornburg Investment Management provides a series of separately managed account strategies and UCITS Funds, that employ the same fundamental research philosophy guiding Thornburg’s portfolios for over 30 years.

Equity Funds

  • Thornburg Investment Income Builder Fund 
    A globally oriented portfolio whose aim is to provide an attractive and growing income stream, with capital appreciation, over time. A dynamic blend of global dividend-paying stocks and bonds of virtually any type, Income Builder is broadly flexible in pursuit of its objectives.
  • Thornburg Global Opportunities Fund 
    A flexible and focused equity portfolio that leverages Thornburg’s renowned capacity as a global manager, with holdings selected on a bottom-up basis via a disciplined, value-based framework.
  • Thornburg International Equity Fund 
    A focused, diversified portfolio of leading, mostly large-cap international companies, selected via a fundamentally driven, bottom-up, valuation-sensitive process. The fund is centered on providing attractive risk-adjusted returns with mitigated volatility versus its benchmarks.
  • Thornburg Developing World Fund 
    Concentrates on managing the special risks associated with the emerging-markets asset class and on providing strong risk-adjusted returns—by focusing on self-funding companies that generate strong free cash flow and are not dependent on capital markets in times of stress.

Bond Funds

  • Thornburg Limited Term Income Fund 
    A flexible, actively managed, core portfolio of high-quality U.S. dollar-denominated bonds. This centerpiece investment-grade portfolio seeks a reasonable level of income and lower volatility than some peers, without overextending in the pursuit of yield.
  • Thornburg Strategic Income Fund 
    A global, income-oriented fund with a flexible mandate focused on paying an attractive, sustainable yield. The portfolio invests in a combination of income-producing securities with an emphasis on higher-yielding fixed income. The Fund may also invest in dividend-paying stocks.

Alternative Funds

  • Thornburg Long/Short Equity Fund 
    Combines tenets of both growth and value investing to pursue long-term capital appreciation. The fund invests in long and synthetic short positions of a wide range of equity securities. These represent companies of all sizes primarily in the U.S. which, based on our fundamental active research process, we believe will either rise or fall in price to the benefit of the fund’s absolute return.
Important Information