XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Western Asset Australian Bond X: holdings, performance and fees
1Y return+10.2%
3Y return+16.6%
5Y return+1.7%
Top 10 holdings
| Holding | Weight |
|---|---|
| AUSTRALIAN GOVT LOANS(CMNWLTH OF) 2.75% NTS 21/06/35 AUD100 | 2.1% |
| AUSTRALIAN GOVERNMENT | 1.8% |
| TREASURY CORPORATION OF VICTORIA 2.25% NTS 20/11/34 USD1000 | 1.4% |
| NEW S WALES TREASURY CRP 1.75% SRN 20/03/34 AUD100REG S | 1.3% |
| AUSTRALIA(COMMONWEALTH OF) 2.75% BDS 21/05/41 AUD1000 TB156 REG S | 1.3% |
| TREASURY CORPORATION OF VICTORIA 1.5% BDS 10/09/31 AUD1000 | 1.3% |
| NEW SOUTH WALES TREASURY CORPORATION 1.5% NTS 20/02/32 AUD100REG S | 1.3% |
| AUSTRALIA (COMMONWEALTH OF) RegS | 1.2% |
| NEW SOUTH WALES TREASURY CORPORATI RegS | 1.1% |
| TREASURY CORPORATION OF VICTORIA 4.25% NTS 20/12/32 AUD1000 | 1.1% |
Top countries
- AU99.2%
- Other0.8%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN