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Western Asset Macro Opportunities FI LAFIX Fund Analysis

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Morningstar’s Analysis LAFIX

Will LAFIX 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 LAFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LAFIX 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 LAFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Western Asset Management plans to liquidate the funds in this strategy.

Associate Director Shannon Kirwin

Shannon Kirwin

Associate Director

Summary

On Aug. 21, 2024, Western Asset Management announced its intention to terminate its Macro Opportunities strategy, including both the US-domiciled fund Western Asset Macro Opportunities and the Ireland-domiciled FTGF Western Asset Macro Opportunities Bond. It is expected that the US-domiciled fund will be fully liquidated by the end of October 2024. The expected date of the liquidation of the Ireland-domiciled has not yet been disclosed.

by Shannon Kirwin
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