Western Asset US$ Core Bond Fund

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About the Fund

Investment Aim

To maximise total return through income and capital appreciation by investing primarily in debt securities denominated in US dollars.

Performance Benchmark

Barclays Capital U.S. Aggregate Index
 
  • The Fund invests primarily in investment grade fixed income investments denominated in US dollars.
  • Credit quality: The Investment Manager will only purchase investments that are rated at least investment grade by a nationally recognised statistical rating organisation (NRSRO).
 
 
 

About the Investment Strategy

  • Construct a portfolio using all investment-grade fixed-income sectors with a bias towards non-treasuries, especially corporate and mortgage securities.
  • Value is added through sector rotation, yield curve positioning, duration management and issue selection.
  • Market risk is controlled by constraining duration exposure.

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

 
 
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 Institutional Funds plc, which describe the full risk factors associated with this Fund.