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Legg Mason Western Asset Inflation Management Fund

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About The Fund

Investment Aim

The Fund's primary aim is to generate total return by investing at least 80% of its Total Asset Value in inflation-protected securities or other securities that the Sub-Investment Manager believes will provide protection against inflation.

Performance Benchmark

Barclays Capital Global Real US TIPS Index
 
  • Seeks to maximise returns with a secondary objective of generating income.
  • Managed by one of the world's largest fixed income managers.
 
 
 

About the Investment Strategy

  • The Fund primarily invests in inflation-protected securities (IPS) issued by the US Treasury.
  • The Fund aims to maintain an average credit quality between A and AAA.

About the Investment Team

Founded in 1971, Western Asset Management has decades of experience in fixed income investing and is now one of the world's largest managers of fixed income investments. Western Asset Management follows a team-focused approach comprising groups of specialists dedicated to all the major areas of the fixed income market. Western Asset Management's philosophy is to provide diversified, tightly controlled, value-oriented portfolios through a focus on long-term fundamental value investing and by applying multiple diversified strategies.

General Fund Literarture

pdf Fact Sheet
pdf Annual Report
pdf Semi-Annual Report
pdf Summary Prospectus
 
 

  		•  The Fund may invest up to 100% of its NAV in mortgage related securities, including mortgage-backed securities (MBS), stripped securities and asset-backed securities (ABS), which can involve material additional risks, e.g. counterparty default risk, and may expose the Fund to significant losses.
  		• Investors should read and understand the Fund’s most current offering document, including details of risk factors relevant to the Fund and, in particular, the risk of investments in the securities of emerging markets issuers, MBS, stripped securities, ABS and derivatives, before making an investment in the Fund.
  • An investment in the Fund may not be suitable for all investors. The investment decision is yours but you should not invest in the Fund unless the intermediary who sells it to you has advised you that it is suitable for you and has explained why, including how buying it would be consistent with your investment objectives.