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Brookfield Oaktree
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Fund Name
1y
3y ann.
5y. ann
Yield
Risk level
Fund-level fees after Cashback
Fees saved on Endowus
AllSpring GI  |  LU0353189763
US All Cap Growth Fund
Equities
US
USD
Acc
+24.62%
+21.56%
+9.50%
-
0.95%
0.78%
AllSpring GI  |  LU0353189763
Global Equity Enhanced Income Fund
Equities
Global
USD
Dist
+23.74%
+18.60%
+12.87%
-
0.80%
0.60%
AllSpring GI  |  LU0353189763
Climate Transition Global Investment Grade Credit Fund
Fixed income
Global
USD
Acc
+4.23%
+5.08%
-
5.32%
0.95%
-
AllSpring GI  |  LU0353189763
US All Cap Growth Fund
Equities
US
USD
Acc
Moderately high risk
1y:
+24.62%
3y ann.:
+21.56%
5y ann.:
+9.50%
AllSpring GI  |  LU0353189763
Global Equity Enhanced Income Fund
Equities
Global
USD
Dist
Moderately high risk
1y:
+23.74%
3y ann.:
+18.60%
5y ann.:
+12.87%
AllSpring GI  |  LU0353189763
Climate Transition Global Investment Grade Credit Fund
Fixed income
Global
USD
Acc
Low risk
1y:
+4.23%
3y ann.:
+5.08%
5y ann.:
-

About

Brookfield Oaktree

Oaktree was formed in 1995 with the goal of developing a preeminent organization dedicated exclusively to alternative and non-mainstream investments and focused on attaining investment performance through risk control, loss minimization and consistency. Oaktree’s expertise in investing across the capital structure has allowed the firm to cultivate a diversified mix of global investment strategies in four categories: credit, private equity, real assets and listed equities. Oaktree’s mission is to deliver superior investment results under control, and emphasizes an opportunistic, value-oriented and risk-controlled approach to investing in these asset classes.

Why

Brookfield Oaktree

Awards

More from

Brookfield Oaktree

Memos from Howard Marks (Further Thoughts on Sea Change)

Further Thoughts on Sea Change (Oct 11, 2023)
Investment expert Howard Marks discusses reallocating capital away from ownership and leverage (equities and leveraged investments) and towards lending (credit instruments) as a more attractive investment strategy, citing the potential for competitive returns and lower uncertainty in the credit market compared to equities.

Memos from Howard Marks (Lessons from Silicon Valley Bank)

Lessons from Silicon Valley Bank (Apr 17, 2023)
Howard Marks, Co-Chairman of Oaktree Capital discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn't portend a wave of banking failures but may amplify preexisting wariness among investors and lenders, leading to further credit tightening and additional pain across a range of industries and sectors.

Memos from Howard Marks (Sea Change)

Sea Change (Dec 13, 2022)
Investment expert Howard Marks discusses the recent shift in market dynamics, including low interest rates and increasing inflation, and shares his advice on how investors should approach these changes. Marks emphasizes the importance of staying disciplined and focusing on high-quality investments with sustainable business models.

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