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Western Asset Euro Inflation Linked Bond Fund - Plus
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About the Fund
Investment Aim
To maximise total return, through income and capital appreciation, by investing primarily in inflation indexed debt securities that are denominated in euros. Subject to the above restriction, the Fund may also invest in other types of freely transferable debt securities that are not indexed to inflation. No more than 10% of the Fund's Total Asset Value may be exposed to currencies other than the euro.
Performance Benchmark
No benchmark has yet been assigned as this fund is not yet seeded
- At least 90% of portfolio will be euro hedged
- Average duration 3-20 years
- Credit quality: The Investment Manager will only purchase investments that are rated at least investment grade by a nationally recognised statistical rating organisation (NRSRO).
About the Investment Strategy
- Construct a well diversified, higher yielding inflation-protected portfolio
- Bias towards inflation-linked securities
- Exposure to the diversifying sectors (which include credit, non-euro inflation-linked securities and mortgage-backed securities) may be derived through derivative and forward transactions.
About the Investment Team
Founded in 1971, Western Asset has decades of experience and is now one of the world's largest managers of fixed income investments. Western Asset follows a team-focused approach comprising groups of specialists dedicated to all the major areas of the fixed income market. Its expertise extends globally across major bond markets.
Risk Factors: Fluctuations in exchange rates can affect the value of the Fund and the income from it. Please refer to the Simplified Prospectus and Prospectus documentation for Legg Mason Institutional Funds plc, which describe the full risk factors associated with this Fund.
On 1 October, the above sub-fund changed from using the abbreviation 'WA' in the fund name (e.g. 'WA Emerging
Market Debt Fund') to 'Western Asset' (e.g. 'Western Asset Emerging Market Debt Fund').
The current prospectus in effect for France still refers to the old fund name, but will be updated shortly.