One to Watch: Legg Mason Income Optimiser

Legg Mason Income Optimiser

clock

FE Research's Joshua Ausden searches the market for the best hidden gem funds for your portfolios.

Equity income funds have been a big beneficiary of investors’ keen search for yield, but fixed interest remains a key area for those with an eye on downside protection. Unfortunately, the strong performance of bonds in recent years has pushed yields in many areas to extreme lows. Higher-yielding paper remains popular, but has a much higher correlation with riskier assets like equities. As a result, high yielding bond funds that manage to keep volatility to a minimum are in demand. One fund that is increasingly hitting investors’ radars is the Legg Mason Income Optimiser portfolio. Reg...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the Week: BoE holds interest rates; FCA: Name and shame consultation 'valid'; Concord sticks with offer for Hipgnosis

Stories of the Week: BoE holds interest rates; FCA: Name and shame consultation 'valid'; Concord sticks with offer for Hipgnosis

BoE; FCA; Concord: The biggest stories from the world of investment and asset management this week

Sarka Halas
clock 10 May 2024 • 1 min read
Partner Insight: Adding emerging market debt exposure? Look to local bonds.

Partner Insight: Adding emerging market debt exposure? Look to local bonds.

There are five factors that make a strong case for emerging markets in a global fixed income portfolio.

Arif Husain Head of Fixed Income and Chief Investment Officer, Fixed Income, T.Rowe Price
clock 08 May 2024 • 6 min read
Partner Insight: Is it time to move to corporate bonds?

Partner Insight: Is it time to move to corporate bonds?

With interest rate cuts from central banks on the horizon, investors may want to consider moving some cash exposure to the natural first step: short dated high quality corporate bonds, says Ben Deane, Investment Director, Fixed Income - Fidelity International.

Sarka Halas
clock 07 May 2024 • 4 min read
Trustpilot