Legg Mason Martin Currie Equity Income Fund

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Fund Objective

The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of inflation.

Key Features

  • The Fund invests in a diversified portfolio of high-quality companies.
  • The investment manager’s approach is premised on the philosophy that high-quality companies that have solid earnings can sustain dividends, match rises in the cost of living and are likely to be less volatile than the wider equity market.
  • The Fund is managed in a tax-aware manner in order to benefit from franking credits.

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Risk Factors: Legg Mason Australia does not guarantee any profit or recovery of capital from an investment in the Fund. The NAV of the Fund will fluctuate in response to the changing values of the Fund's assets. It is important that you understand and accept the risks before you invest. A financial adviser can explain to you the risks and provide investment advice to suit your investment objectives. There is the risk that an investor's investment objective may not be met by their choice of investment.