Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Western Asset Intermediate Bond Fund;I

Ranked 24 out of 54 in Core Plus Bond Funds over 36 months

All calculations are in USD unless stated

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.

sector performance

Core Plus Bond Funds
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.0% 1.2% 1.4% 0.9% 0.4%
2016 3.2% 2.4% 1.9% 0.8% -1.9%
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% 0.3% -2.1% 0.8% 0.2%
2012 7.1% 2.0% 1.8% 2.4% 0.8%
2011 5.4% 1.4% 1.8% 1.2% 0.9%
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 5.4% 1.7% -0.3% 2.2% 1.7%
2006 5.2% -0.2% 0.3% 3.4% 1.6%
2005 2.0% -0.6% 2.3% -0.1% 0.4%
2004 4.8% 2.6% -1.9% 3.0% 1.1%
2003 7.1% 2.1% 3.8% 0.3% 0.8%
2002 8.9% -0.1% 3.0% 3.8% 2.0%
2001 8.0% 3.5% 0.8% 4.3% -0.7%
2000 11.0% 1.9% 1.8% 3.0% 3.9%
1999 0.4% -0.2% -0.3% 1.0% -0.1%
1998 7.7% 1.4% 2.1% 3.5% 0.6%
1997 8.4% 0.1% 3.0% 2.6% 2.4%
1996 4.7% -0.7% 0.3% 2.1% 3.0%
1995 15.6% 4.2% 5.2% 1.8% 3.6%
1994 0.4%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/07/1994
  • Share Class size403Mn
  • Base currencyUSD
  • ISINUS9576637014

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.40%