Legg Mason Western Asset US Core Bond Fund

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About the Fund

Investment Aim

The Fund seeks to maximise total return through income and capital appreciation by investing at all times at least two-thirds of its Total Asset Value in debt securities across the major fixed-income sectors that are listed or traded in developed and emerging market countries. At least two-thirds of the Fund will be invested in securities of issuers registered in the US or that conduct a significant portion of their business activities in the US and rated at least BBB by S&P, or equivalent quality. At least two-thirds of the Total Asset Value will be denominated in US dollars.

Performance Benchmark

Barclays Capital US Aggregate Index
 
  • Invests across global fixed income markets with a bias towards higher quality fixed income sectors.
  • Managed by one of the world's largest fixed income managers.
 
 
 

About the Investment Strategy

  • The Fund focuses on good quality fixed income investments denominated in US dollars.
  • The Fund is invested across all major fixed-income sectors, i.e. government securities, investment grade corporate bonds and mortgage bonds.
  • The Fund aims to maintain an average credit quality of AA.

About the Investment Team

Founded in 1971, Western Asset has decades of experience and is now one of the world's largest managers of fixed income investments. Western Asset follows a team-focused approach comprising groups of specialists dedicated to all the major areas of the fixed income market. Its expertise extends globally across major bond markets.

General Fund Literature

Fact Sheet
Quarterly Commentary
Annual Report
Semi-Annual Report
Full Prospectus
Simplified Prospectus
Prospectus Supplement
Initial Application Form
Subsequent Subscription Form
Redemption Form
 
 
Risk Factors: Fluctuations in exchange rates can affect the value of the Fund and the income from it. Please refer to the Simplified Prospectus and Prospectus documentation for Legg Mason Global Funds plc, which describe the full risk factors associated with this Fund