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Our Approach

Dedicated to Active Fixed Income Asset Management

We believe that by dedicating all of our resources to active fixed income asset management, we can provide superior investment results and service to our clients. We believe that active, value-driven investing can add significantly to returns and reduce portfolio volatility over a market cycle.

Globally Integrated

We think and act on a global basis. Diversity of knowledge and experience from specialists located throughout our eight global investment centres meaningfully broadens our opportunity set and improves our ability to diversify portfolios.

Risk Management is Fundamental to How We Manage Assets

We integrate risk management into our portfolio construction process, and independent risk managers continually monitor portfolio risk.

Featured Funds

Western Asset Australian Bond Fund

The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index (“Benchmark”) over rolling three-year periods.

This Fund is available as an ETF (ASX: BNDS).

Western Asset Global Bond Fund

The Fund aims to outperform the Bloomberg Barclays Global Aggregate Bond Index (hedged into Australian dollars) (Benchmark) over rolling three to five-year periods.

Western Asset Enhanced Income Fund

To target returns (before fees, charges and taxes) that exceed the Bloomberg AusBond Bank Bill Index (“Benchmark”) by 1.5% - 2% per annum, when measured over rolling three-year periods.

Western Asset Conservative Income Fund

To achieve a before-fee-and-tax return in excess of the Bloomberg Ausbond Bank Bill Index over rolling one year periods.