US Investment Grade Credit Full Discretion

Investment Style

Construct and maintain a diversified portfolio of primarily investment-grade bonds. Value can be added through issuer/issue selection and sector rotation. Western Asset uses various tools, both external and proprietary, to help identify, measure and manage portfolio risk. This style allows for some degree of exposure to below investment grade issues.

Investment Vehicles

Commingled Vehicle Available

Performance as of March 31, 2018

Returns for periods greater than one year are annualized. Please see the Performance Disclosure for more information.

Snapshot

Strategy AUM: Total US Investment Grade Credit Full Discretion Assets:
US$588.2 million (as of March 31, 2018)
Benchmark: Bloomberg Barclays U.S. Credit Bond Index
Inception Date: 01 Aug 02

Sector Allocation as of March 31, 2018

US Investment Grade Credit Full Discretion | Sector Allocation as of March 31, 2018
Note: Sector allocation includes look-through to any underlying commingled vehicles if held. All weightings are a percentage of total market value. A negative cash position may be reported, which is primarily due to the portfolio's unsettled trade activity. Data may not sum to 100% due to rounding.

Portfolio Characteristics as of March 31, 2018

US Investment Grade Credit Full Discretion | Portfolio Characteristics as of March 31, 2018
IMPORTANT INFORMATION: All investments involve risk including loss of principal. Past performance is not indicative of future investment results. This information is only for use by professional clients, eligible counterparties or qualified investors. It is not aimed at, or for use by, retail clients.