Australia
The Fund is designed to be an active core fixed income allocation with a mandate to provide both defensive exposure and disciplined alpha generation.
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Important Legal Information
- Franklin Templeton Investments Australia Limited (FTIAust) (ABN 87 006 972 247) is the responsible entity for the Australian registered schemes referred to in this website. Franklin Templeton Investments Australia Limited has operated in Australia since 1988, has offices in Melbourne and Sydney and is the holder an Australian Financial Services ("AFS") Licence, number 225328, issued by the Australian Securities and Investments Commission.
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Legg Mason Western Asset Australian Bond Fund
Actively managed core Australian fixed income exposure.
Learn More About the Fund
Legg Mason Western Asset Australian Bond Fund
LOCAL & GLOBAL EXPERTISE
Western Asset is a globally integrated fixed-income specialist with an ability to combine global insights with local market opportunities.
LONG EXPERIENCE
The Fund has been actively managed by Western Asset since 1998 and boasts an experienced team with a strong track-record.
DEFENSIVE
Current and potential risks are analysed by an independent risk management team to create a balanced and defensive fixed income portfolio.
Meet the Team
The team features deep experience across both the Global and Australian fixed income landscape. With expertise spanning global macro, sovereign bonds, supranational corporate bonds, and duration management, the team is able to adjust the portfolio to take advantage of diverse return sources.
Anthony Kirkham, CFA
Head of Investment/Portfolio Manager
- 30 Years Industry Experience
- Joined Firm in 1999
Damon Shinnick, CFA
Portfolio Manager/ Research Analyst
- 21 Years Industry Experience
- Joined Firm in 2011
Craig Jendra, CFA
Portfolio Manager
- 24 Years Industry Experience
- Joined Firm in 1996
Philosophy & Process
FUNDAMENTAL VALUE
Western Asset employs a value investing framework built on disciplined and rigorous analysis of prices relative to fundamental fair values.
HIGH CONVICTION
Positions are sized based on the team’s assessment of discount to fair value in order to maximise opportunities for alpha generation.
DIVERSIFIED
The Fund seeks to add value across diversified return sources including: duration, yield curve, sector and security selection.
Related Insights
Important Legal Information
Past performance is not necessarily indicative of future performance and may not necessarily be repeated. Returns are volatile and may go up and down significantly. Historical performance is not a reliable guide to future performance.
Past performance is not a reliable indicator of future performance. Legg Mason Asset Management Australia Limited (ABN 76 004 835 849 AFSL 240827) is part of Franklin Resources, Inc. Any reference to ‘Legg Mason Australia’ is a reference to Legg Mason Asset Management Australia Limited. Legg Mason Australia is the responsible entity of the Legg Mason Western Asset Australian Bond Fund (ARSN 088 670 286) (Fund). Before making an investment decision you should read the Product Disclosure Statement (PDS) carefully and you need to consider, with or without the assistance of a financial advisor, whether such an investment is appropriate in light of your particular investment needs, objectives and financial circumstances. The PDS is available and can be obtained by contacting Legg Mason Australia on 1800 673 776 or at www.franklintempleton.com.au.
This website is intended for Australian investors only. Information on this website may not be suitable for all investors and clients. By using this website you agree to and acknowledge the Terms of Use. Click here to view Terms of Use and Important Legal Information.
Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. In providing the information on this website, we have not taken the individual circumstances, investment objectives or financial situation of any investor into account. You should conduct your own investigation or consult a financial adviser before making any decision to invest and to help determine if the information provided is suitable for your particular circumstances. All investments involve risks, including possible loss of principal. Please refer to the relevant Product Disclosure Statement available on this website before making any investment decision.
