Western Asset Management Co

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Fund Performance

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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.

FOLLOW ON FUNDSWIRE

Annualised total return over 24.9 years

+3.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Western Asset Management Co	4.4	2.7	4.5	11.0	32.8
Peer Group Composite	5.9	3.0	5.6	13.0	36.4
Over / Under	-1.5	-0.3	-1.1	-2.0	-3.6

Total return for Western Asset Management Co

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

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Western Asset Management Co

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	4.4	-1.8	0.3	-2.0	3.6	5.9	0.4	-3.0	29.9	-5.1
Peer Group Composite	5.9	0.1	-2.9	-1.5	4.2	6.3	0.6	-2.2	27.6	-3.3
Over / Under	-1.5	-1.9	3.2	-0.5	-0.6	-0.4	-0.2	-0.8	2.3	-1.8

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

Outperformed peer group composite

2 years

out of a possible 10

Overall markets

Underperformed peer group composite

8 years

out of a possible 10

Rising markets

Outperformed peer group composite

1 year

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 4

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 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
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
FTGF Western Asset Euro Core Plus Bond	since Sep 30 2003 to Jul 29 2024
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
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