Fund Insights Directory 2016 | Page 22

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