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Legg Mason IF WA Retirement Income Bond Inclusive - Class A - Income (GBP)

Sell:86.13p Buy:86.13p Change: 0.04p (0.05%)
Prices as at 27 October 2020
Sell:86.13p
Buy:86.13p
Change: 0.04p (0.05%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 27 October 2020
Sell:86.13p
Buy:86.13p
Change: 0.04p (0.05%)
Prices as at 27 October 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Strategic bond funds have the freedom to invest across the fixed-interest spectrum, from traditional government and corporate bonds to higher-risk high-yield bonds. They can also invest up to 20% of the fund overseas and potentially benefit from currency movements. But this relies on the skill of the fund manager in making the right calls. Given the huge flexibility fund managers in this sector have, each fund should be judged on its own merits. Some focus on generating an income while others try to grow investors' money, or shelter it when times get tougher.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

27/10/15 to 27/10/16 27/10/16 to 27/10/17 27/10/17 to 27/10/18 27/10/18 to 27/10/19 27/10/19 to 27/10/20
Annual return 6.55% 1.76% -0.12% 6.42% 4.02%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Western Asset Management
Manager start date: 12 February 1998
Manager located in: London

Western Asset is one of the world's leading fixed income managers. From offices in Pasadena, Hong Kong, London, Melbourne, New York, São Paulo, Singapore and Tokyo, the company provides investment services for a wide variety of global clients, across an equally wide variety of mandates. By devoting its resources to fixed income, Western Asset can provide a full commitment to clients of all types. This focused approach has generated positive returns in a variety of products with varying risk disciplines. Western Asset's long performance track record and global presence have positioned the company to continue its commitment to excellence in fixed income investment management and client service. Western Asset is a wholly owned subsidiary of Legg Mason, Inc.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account