Legg Mason Australian Real Income Fund

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About the Trust

Investment Aim

The Legg Mason Australian Real Income Fund aims to provide a consistent income stream over a full market cycle of 3 to 5 years. The strategy aims to increase the income stream in line with inflation.

Performance Benchmark

The Legg Mason Australian Real Income Fund does not have a benchmark.
 
 

About the Investment Strategy

    The Legg Mason Real Income Fund is designed to deliver an enhanced yield that will grow in-line with inflation and have low volatility of capital. The Fund comprises an actively managed portfolio of Australian real estate investment trusts, utility, infrastructure and like securities that are listed on the Australian Stock Exchange. The investment approach used by Legg Mason Australian Equities relies upon the analysis of individual securities. The normalised earnings and intrinsic value of each security is based on long term cash flow based analysis. The aim is to look through the short term noise of market cycles and to focus on the sustainability of cash flows. Disciplined portfolio construction rules and risk controls are adhered to. The Fund expects to hold around 20 to 25 securities.

About the Investment Team

The assets of the Legg Mason Australian Real Income Fund are managed by Legg Mason Australian Equities, a dedicated asset management business that relies on fundamental research to provide superior investment outcomes for Australian institutional investors and platform providers. Legg Mason Australian Equities is part of Legg Mason Australia. Legg Mason Australian Equities possesses a strong mix of fundamental research skills, quantitative analysis experience and market expertise.

General Trust Literature

Product Brochure
Fund Highlights
Product Disclosure Statement
Application Form
Monthly Report
Quarterly Report