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Western Asset Intermediate Bond Fund;I

Ranked 108 out of 240 in - US Dollar Medium Term over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks maximize total return, consistent with prudent investment management and liquidity needs, by investing to obtain an average duration of two to five years. The Fund will invest at least 80% of its net assets in debt and fixed income securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Medium Term over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 3.0% 2.4% 1.9% 0.8% -2.1%
2015 1.5% 1.7% -0.8% 0.7% -0.1%
2014 3.9% 1.4% 1.8% -0.1% 0.8%
2013 -0.8% 0.2% -2.1% 1.0% 0.2%
2012 7.5% 2.1% 1.8% 2.4% 1.0%
2011 5.0% 1.4% 1.8% 1.2% 0.5%
2010 8.8% 3.0% 2.4% 4.1% -0.9%
2009 17.3% 0.2% 8.4% 6.4% 1.4%
2008 -4.6% 0.1% -0.4% -4.1% -0.3%
2007 5.8% 1.7% -0.3% 2.2% 2.1%
2006 5.2% 0.2% 0.3% 3.0% 1.6%
2005 1.6% -0.6% 2.3% -0.1% 0.0%
2004 4.8% 2.6% -1.9% 3.0% 1.1%
2003 5.7% 2.1% 2.6% 0.3% 0.6%
2002 8.6% -0.6% 3.0% 4.3% 1.7%
2001 7.6% 3.5% 0.8% 4.4% -1.2%
2000 10.4% 1.6% 2.1% 2.4% 4.0%
1999 0.4% -0.2% -0.3% 1.0% -0.1%
1998 7.7% 1.4% 2.1% 3.5% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/07/1994
  • Share Class size283Mn
  • Base currencyUSD
  • ISIN US9576637014

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.39%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).