US Investment Grade Credit Full Discretion

Investment Objective

Seeks to achieve returns in excess of the benchmark annually over the course of a market cycle while emphasizing total return.

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, 2017

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

Historical Performance: By Calendar Year

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Snapshot

Strategy AUM: Total US Investment Grade Credit Full Discretion Assets:
US$535.1 million (as of March 31, 2017)
Benchmark: Bloomberg Barclays U.S. Credit Bond Index
Inception Date: 01 Aug 02
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Sector Allocation

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Portfolio Characteristics

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Past performance is not indicative of future investment results, the value of any investment can fall as well as rise.