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Legg Mason Western Asset US Core Plus Bond Fund

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About The Fund

Investment Aim

The Fund seeks to maximise total return (Income plus capital appreciation) by investing primarily in investment grade US fixed income securities.

Performance Benchmark

Barclays Capital US Aggregate Index
 
  • Seeks to maximise returns by primarily investing in US investment grade bonds.
  • Managed by one of the world's largest fixed income managers.
 
 
 

About the Investment Strategy

  • The Fund invests in investment grade securities, including US government bonds, US corporate debt securities, mortgage-related instruments and asset-backed securities.
  • By taking a total return approach, ain investor may be able to take advantage of both yield and price fluctuations.
  • The Fund aims to maintain an average credit quality of AA-.

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.
  		• The Fund may invest in a single country which may give rise to increased risk over more diversified funds.
  • 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.