LEGG MASON WESTERN ASSET
MACRO OPPORTUNITIES BOND FUND
The fund seeks to maximise total return through capital appreciation and
income by investing in a combination of investment grade and high-yielding debt
securities and financial derivative instruments.
Ken Leech
Chief investment officer
Why the fund is different
With an internal goal of limiting annual volatility to a maximum of 10% and
duration range from 5-to-10 years, the benchmark-agnostic strategy has the
flexibility to long or short specific sectors, issue countries or currencies. Designed
to have a low correlation to traditional fixed income investments and equities, the
fund combines strategic investments in specific sectors and securities deemed to
offer long-term value with macro strategies (duration, yield curve and volatility
management) to seek long-term value as well as capture tactical and opportunistic
return opportunities.
Sales contacts
Fund size: $4.36bn*
Domicile: Ireland
Hong Kong
Sales hotline: +852 3652 3088
[email protected]
Singapore
Performance
Sector (Global)
Sales hotline: +65 6536 8000
[email protected]
1 year
3 year
5 year
-0.39
+0.21%
N-A
+0.14%
N-A
+6.74%
Source: FE
*as of 29 Feb ’16
PIMCO GIS INCOME FUND
The fund seeks to deliver high and consistent income, while also pursuing longterm capital appreciation. It employs PIMCO’s vast analytical capabilities and
sector expertise to help temper the risks of income investing.
Dan Ivascyn
Portfolio manager
Why the fund is different
The fund focuses on a consistent distribution but not at the expense of total
return, so the strategy will not stretch for yield. Unlike other income funds, which
tend to be concentrated in one or two sectors, the fund has the flexibility to seek
sources of income across a global opportunity set.
Alfred Murata
Portfolio manager
Sales contacts
PIMCO Asia Pte Ltd
501 Orchard Road # 09-03
Wheelock Place
Singapore 238880
+65 6836