Morningstar

Western Asset Global Bond A 41551 Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis 41551

Will 41551 outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 41551’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 41551 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 41551’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite a manager change, our conviction in this global bond strategy remains intact.

Senior Analyst Elbie Louw

Elbie Louw

Senior Analyst

Summary

Despite the absence of former CIO Ken Leech from the roster, the strategy’s resources and active approach stand out from the crowd. The strategy retains its People and Pillar ratings of Above Average.

by Elbie Louw
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