Legg Mason IF BW Glbl Inc Optr X Inc

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Fund Info

  • Yield History2.97%
  • 3 Year sharpe0.86
  • 3 Year alpha1.43
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.74%
  • Sector£ Strategic Bond
  • Manager GroupLegg Mason
  • DomicileUnited Kingdom
  • ISINGB00B3XX1N61

Investment Strategy

The fund seeks to generate high income in all market conditions over a rolling 3 – 5 year period; while the Fund’s priority is to generate income, it will also seek to preserve capital. The Fund seeks to achieve its objective by investing at least 80% of its net asset value in (i) government and corporate debt securities, convertible securities, mortgage backed securities, asset backed securities that are listed or traded on regulated markets; (ii) units or shares of collective investment schemes which may include collective investment schemes managed or operated by the ACD or an associate of the ACD; and (iii) financial derivative instruments, such minimum percentage consisting solely of the assets set out at (i) above, or a combination of (i) and (ii), of (i) and (iii), or of (i), (ii) and (iii).

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