The Fund is designed to be an active core fixed income allocation with a mandate to provide both defensive exposure and disciplined alpha generation.
The Fund is designed to be an active core fixed income allocation with a mandate to provide both defensive exposure and disciplined alpha generation.
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.
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
Damon Shinnick, CFA
Portfolio Manager/ Research Analyst
Craig Jendra, CFA
Portfolio Manager
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.
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.
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