Description
Western Asset's UK Unconstrained composite includes portfolios that employ an active, team-managed investment approach around a long-term, value-oriented investment philosophy. These portfolios use diversified strategies and all sectors of the fixed-income market in seeking to add value while minimizing risk.
Objective
Exceed the benchmark return by 200 basis points annualized over a 5-year period.
Approach
Construct a portfolio using all major fixed-income markets and sectors. Value can be added through duration, yield curve, sector rotation, issue selection and non-UK exposure.
Snapshot
Benchmark:
FTSE-UK Gilts Over 15 Years Index/Custom Index1
Constraints:
Duration Exposure: ±4 years vs. the benchmark
Assets Under Management:
Total UK Unconstrained Assets: £273.0 million
Inception Date:
April 01, 2003
How to Invest
Please contact your Client Service Executive or call our main number.
1 The benchmark is comprised of the composite's constituent accounts' benchmarks on a market value-weighted basis.
FTSE UK Gilts Over 15 Years is for reference purposes only.
FTSE UK Gilts Over 15 Years is for reference purposes only.





