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Western Asset UK Shorter Duration Fund - Plus

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About the Fund

Investment Aim

To maximise current income, consistent with the preservation of capital, by investing primarily in high quality, short-term Sterling denominated debt securities.

Performance Benchmark

Merrill Lynch 3 Month Sterling LIBOR
 
  • A focus on shorter duration securities denominatated in pound sterling.
  • Credit Quality: The Fund will invest at least 90% in debt securities rated investment grade by an NRSRO and in unrated debt securities deemed to be of comparable quality.
 
 
 

About the Investment Strategy

  • Construct a portfolio using all major fixed-income sectors.
  • Value is added through sector rotation, issue selection and term structure weighting.

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

pdf Annual Report
pdf Semi-Annual Report
pdf Full Prospectus
pdf Simplified Prospectus
pdf Prospectus Supplement
pdf Application Form