Legg Mason IF WA Retirement Inc Bd X Inc

Fund

Fund Info

  • Yield History3.43%
  • 3 Year sharpe1.07
  • 3 Year alpha1.16
  • Distribution Typeincome
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.45%
  • Sector£ Strategic Bond
  • Manager GroupLegg Mason
  • DomicileUnited Kingdom
  • ISINGB00B88V5W72

Investment Strategy

The fund seeks to provide a regular income stream, in excess of the prevailing level of interest rates in the UK, with a focus on capital preservation. The Fund seeks to achieve its objective by investing in a range of fixed interest securities including, but not limited to, corporate bonds, government bonds and asset backed securities. The Fund will invest a minimum of 60% of its net asset value in global investment grade corporate bonds and UK government bonds (gilts). In addition, the Fund may invest up to 35% of its net asset value in global high yield bonds.