Western Asset US$ Intermediate Duration Bond Fund

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About the Fund

Investment Aim

To maximise total return, through income and capital appreciation, by investing primarily in US dollar denominated debt securities.

Performance Benchmark

Merrill Lynch US Treasuries, 1-3 Years Index
 
  • Credit Quality: The Fund will only invest in debt securities rated investment grade by an NRSRO and in unrated, debt securities deemed to be of comparable quality.
 
 
 

About the Investment Strategy

  • Construct a portfolio using all major fixed-income sectors.
  • Value can be added through sector rotation, issue selection, duration and term structure weighting.

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.

 
 

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.