Thornburg Summit Fund
Forged in Fire,
Steeled in Performance.
Steeled in Performance.
Proven Performance Since Inception*
Dynamic Asset Allocation | Driven by Fundamentals | Integrated and Active Portfolio Management
The first four years of Thornburg Summit Fund’s life have provided an instant test of its grit. The unique returns notched over that extraordinary and volatile stretch demonstrated the fund delivering on its objective.
The result?
A global multi-asset portfolio that has generated higher returns with lower volatility than global markets and its peers.
Outperformance Through Widely Varying Markets
It’s not easy to navigate rapidly shifting markets. But during the pandemic and beyond, Thornburg Summit Fund did just that.
How Dynamic Asset Allocation Powers Performance
During the pandemic market, strategic shifts in Thornburg Summit Fund’s asset allocation may have seemed small. Until you look at the results.
Diverse and Durable Business Create Resilient Portfolios
When building the fund’s stock portfolio, managers utilize a “four-basket” framework. But whatever their difference, there is one common denominator: Durable businesses
A Risk-Return Profile Clients Want?
A focus on dynamic asset allocation, fundamentals, and integrated active management across asset classes may be the solution your clients need.
Summit Fund Overview
Learn more fund facts, including holdings, sector weightings and details on the fund’s peer-topping performance.
Annualized Performance as of 30 Jun 2023.
YTD
1y
3y
Inception
Summit Fund (TSUMX)
7.52
10.42
10.18
10.81
Multi-Asset Blend Index
8.82
9.25
4.53
5.03