Legg Mason IF WA Retirement Inc Bd X Inc
Fund
Fund Info
- Yield History3.40%
- 3 Year sharpe1.32
- 3 Year alpha0.73
- 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.
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