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

IA CEO calls for 'inclusive investment environment' to help UK adults tap into 'investment growth'

IA CEO calls for 'inclusive investment environment' to help UK adults tap into 'investment growth'

Urges boosting financial literacy

Sorin Dojan
clock 20 December 2024 • 3 min read
Outlook 2025: A year in review with Investment Week

Outlook 2025: A year in review with Investment Week

The IW team looks back at a bumper year

Investment Week
clock 20 December 2024 • 1 min read
Stories of the Week: BoE holds interest rates steady; Number of UK companies mulling moving their listing doubles; FCA launches consultation on private stock market

Stories of the Week: BoE holds interest rates steady; Number of UK companies mulling moving their listing doubles; FCA launches consultation on private stock market

Bank of England, FCA, and UK companies: The biggest stories from the world of investment and asset management this week

clock 20 December 2024 • 1 min read
Trustpilot