Core Bond strategies can be the foundation of an investment portfolio, and in a low or negative return environment it may be especially important that this part of a portfolio is actively managed. Fundamental to Western Asset’s Core Plus Bond strategy is active management of core and opportunistic debt sectors—an approach that is guided by a value-oriented investment process that seeks diversified results from a range of potentially complementary sectors.

 

 


The Western Asset Philosophy in Action
Western Asset Core Plus Bond Strategy Historical Sector Allocation 

Source: Western Asset. Data based on Western Asset Core Plus mutual fund. Data might not sum due to rounding. Sector allocations may differ based on the type of accounts in which the strategy is offered. Explore Western Asset Core Plus Bond Fund ➜

 

In This Series

How Strong Is Your Core?

Explore Western Asset Core Plus Bond Fund.


There Is More to Duration Than One Number

Active Duration Management and the Western Asset Core Plus Bond Strategy.


What should I know before investing: Fixed income securities involve interest rate, credit, inflation and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed income securities falls. High-yield bonds are subject to greater price volatility, illiquidity and possibility of default. Derivatives, such as options and futures, can be illiquid, may disproportionately increase losses, and have a potentially large impact on Fund performance. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. Asset-backed, mortgage-backed or mortgage-related securities are subject to prepayment and extension risks. Potential active and frequent trading may result in higher transaction costs and increased investor liability. Active management does not ensure gains or protect against market declines.

 

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.