Close Close

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

Legg Mason Australian Credit 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 0.9% 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 Credit 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 credit investment process focuses on identifying relative value opportunities at the sector, industry, and individual security levels through the fundamental analysis of credit quality and the forecasting of appropriate credit spreads. The assessment of the credit quality of a particular issuer is based on intensive "bottom-up" credit research, with the analysis focusing on the ability of the issuer to pay interest and repay principal in a timely manner. Relative value assessment compares the risk-return relationship of a particular security with the risk-return relationship inherent in other securities available in the market.

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.