Close Close

By choosing a path, you are agreeing to our Terms & Conditions for this service.

Legg Mason Australian Bond Trust

Increase font size Decrease font size
Print  |  Adjust Font Size
 

About the Trust

Investment Aim

The Trust aims to earn a before fees and tax return of 0.75% p.a. in excess of the Benchmark over rolling three-year periods.

Performance Benchmark

UBS Australian Composite Bond Index (a market index commonly used for an Australian bond portfolio).
 
 

About the Investment Strategy

    The assets of the Legg Mason Australian Bond Trust are managed on a sub-advisory basis by Western Asset Management Company Pty Ltd ("Western Asset"), a subsidiary of Legg Mason, Inc. and an affiliate of Legg Mason Australia.

    The Australian bond investment process is an active management approach that aims to capture incremental returns from a variety of diversified sources. This approach is supported by an array of proprietary quantitative tools.

    A fundamental value based and research driven process is used in all fixed income investment decisions.

    The investment process seeks to exploit: incorrect market estimations of the economic cycle, both in length and breadth, and in particular in the estimation of inflation outcomes; and market pricing of individual sectors and securities that varies from fundamental valuation relativities as determined by internal, proprietary research. The key risk control is the diversification of investment positions at the sector, industry and individual security levels, and in the sources of risk being exploited: duration, yield curve and credit decisions.

About the Investment Team

Western Asset's philosophy centres upon a team approach. At Western Asset, fixed income portfolios are managed by uniting groups of specialists dedicated to different market sectors. Although the investment responsibilities of each group are distinct, successful implementation involves fluid and inseparable interaction. This structure ensures that client portfolios benefit from consensus shaped by the expertise of all the team members.

 
 
Risk Factors: Legg Mason Australia does not guarantee any profit or recovery of capital from an investment in the Trust. The NAV of the Trust will fluctuate in response to the changing values of the Trust's assets. It is important that you understand and accept the risks before you invest. A financial adviser can explain to you the risks and provide investment advice to suit your investment objectives. There is the risk that an investor's investment objective may not be met by their choice of investment.