Legg Mason Global Value Equity Trust

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About the Trust

Investment Aim

The Trust aims to earn a before fees and tax return in excess of the Benchmark by at least 3% p.a. over three to five-year periods.

Performance Benchmark

Morgan Stanley Capital International (MSCI) World (ex Australia) Index, expressed in Australian dollars.

About the Investment Strategy

The assets of the Legg Mason Global Value Equity Trust are managed on a sub-advisory basis by Global Currents Investment Management, LLC ("Global Currents Investment Management"), a subsidiary of Legg Mason, Inc. and an affiliate of Legg Mason Australia.

The investment process focuses on active stock selection, which entails both quantitative and fundamental analysis. Global Current's screening process is designed to identify stocks that are trading below normal valuation and have low expectations. Fundamental research highlights companies that have the catalysts in place that will enable them to return to normal valuation.

About the Investment Team

Global Currents Investment Management pursues a "value" investment approach, believing that "value" investing can provide excellent risk adjusted returns over time. Concentrated portfolios are a feature of the Global Current's investment strategies, allowing significant value to be added when the investment approach is in favour.

General Trust Literature

Product Brochure
Product Disclosure Statement
Application Form
Monthly Report
Quarterly Report

Risk Factors: Legg Mason Australia does not guarantee any profit or recovery of capital from an investment in the Trust. The NAV of the Trust will fluctuate in response to the changing values of the Trust'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.