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You are here: Manager factsheet

Western Asset Management Co
Western Asset Management Compa, Franklin Temp Intnl Serv SARL
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Manager profile
Western Asset Management focuses primarily on the management of fixed income portfolios, taking a fundamental approach to money management that is continually fine-tuned and adapted to changing conditions. When making investment decisions, Western Asset focuses on areas such as sector allocation, issue selection, duration weighting and maturity.
Total return for Western Asset Management Co
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Western Asset Management Co

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Western Asset Management Co 2.7 -0.5 -0.4 1.4 2.9 7.1 -6.1 20.4 -0.4 5.9
Peer Group Composite 3.3 -0.5 -0.4 3.5 2.1 6.4 -4.6 17.0 1.8 5.2
Over / Under -0.6 0.0 0.0 -2.1 0.8 0.7 -1.5 3.4 -2.2 0.7
Performance vs peer group composite: Western Asset Management Co
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Western US Dollar Liquidity Co-managed FO Currency - US Dollar since Apr 01 1996 to present
FTGF Western Asset Global Multi Strategy Co-managed FO Fixed Int - Global since Aug 30 2002 to present
FTGF Western Asset US Core Bond Co-managed FO Fixed Int - USD Investment Grade since Aug 30 2002 to present
FTGF Western Asset Euro Core Plus Bond Co-managed FO Fixed Int - EUR Investment Grade since Sep 30 2003 to present
FTGF Western Asset US High Yield Co-managed FO Fixed Int - USD High Yield since Feb 27 2004 to present
FTGF Western Asset Global Credit Lead manager FO Fixed Int - Global since Jul 31 2006 to present
FTGF Western Asset Global High Yield Co-managed FO Fixed Int - Global High Yield since Apr 20 2007 to present
FTGF Western Asset Asian Opportunities Co-managed FO Fixed Int - Asia Pacific since Jun 12 2008 to present
FTGF Western Asset Short Duration Blue Chip Bond Lead manager FO Fixed Int - USD Corporate Bond since Jun 02 2009 to present
FTGF Western Asset Global Core Plus Bond Co-managed FO Fixed Int - Global since Oct 22 2010 to present
Franklin Templeton Western Asset India Bond Co-managed FO Fixed Int - Other Single Currency since Jun 08 2015 to present
Funds managed previously
Fund Periods
FTF Western Asset Retirement Income Bond since Feb 12 1998 to fund close
Legg Mason Sterling Money since Mar 31 1989 to fund close
Western Euro Liquidity since May 31 1996 to fund close
FTGF Western Asset US Government Liquidity since Feb 29 2004 to Mar 21 2023
FTGF Western Asset Short Duration High Income Bond since Feb 24 2004 to Nov 03 2021
Legg Mason Euroland Cash since Feb 17 1999 to Feb 26 2015
FTGF Western Asset US Core Plus Bond since Apr 20 2007 to Mar 21 2023
Legg Mason Western Asset Global Inflation Management since Apr 20 2007 to Dec 05 2022
Legg Mason Western Asset Emerging Markets Total Return Bond since Feb 24 2004 to Jul 17 2019
FTF Western Asset Global Multi Strategy Bond since May 23 2008 to fund close
Legg Mason Western Asset Euro High Yield since Dec 17 2008 to Jun 21 2022
Legg Mason Euro Limited Duration Bond since Oct 15 1996 to fund close
Legg Mason Western Asset US Short-Term Government since Apr 20 2007 to fund close
Western GBP Liquidity since May 31 1996 to fund close
Legg Mason Western Asset Emerging Markets Corporate Bond since Oct 21 2011 to Jun 21 2022
Legg Mason USD High Yield Bond since Apr 12 2000 to fund close
FTGF Western Asset Macro Opportunities Bond since Nov 29 2013 to Mar 21 2023
Legg Mason Western Asset Global Inflation Linked since Oct 11 2005 to Jan 08 2015
Legg Mason Western Asset UK Inflation Linked Plus since Jul 25 2005 to fund close
Legg Mason Western Asset UK Long Duration since Jul 25 2005 to fund close
Legg Mason Global Bond since May 18 2001 to fund close
Legg Mason Global Unhedged Bond since May 04 2001 to fund close
Legg Mason Western Asset US Adjustable Rate since Apr 20 2007 to Jun 02 2014
Legg Mason Western Asset UK Core Plus Bond since Feb 24 2005 to fund close
Legg Mason Euro Core Plus Bond since Jan 10 2000 to Jul 03 2006
Legg Mason Global Corporate Bond since Apr 09 2003 to Aug 13 2009
Legg Mason Western Asset Global Credit Absolute Return since May 20 2010 to Apr 29 2016
Legg Mason Western Asset Brazil Bond since Mar 25 2010 to Jan 14 2016
Legg Mason Western Asset Brazil Equity since Oct 01 2010 to Jan 14 2016
Legg Mason Western Asset Senior Loans since Oct 11 2013 to fund close
Legg Mason Western Asset High Yield Credit Energy since Apr 01 2015 to Jul 13 2017
Legg Mason Western Asset Global Total Return Investment Grade Bond since Jun 03 2015 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The most consistent Asia funds of the decade By Matteo Anelli  18-Apr-2024
Sector The most consistent technology, healthcare and financial funds of the decade By Matteo Anelli  12-Apr-2024
Sector The global bond funds that keep delivering the most bang for your buck By Matteo Anelli  09-Apr-2024
Sector The experts’ perfect fund pairings for investing in bonds By Jean-Baptiste Andrieux  09-Apr-2024
Group The emerging market funds that have ticked (just about) all the boxes since 2021 By Gary Jackson  13-Mar-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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