Legg Mason Martin Currie Diversified Income Fund

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Fund Objective

The Fund aims to provide an after tax total return of the “consumer price index” (CPI) +4% and to grow this income above the rate of inflation. The Fund also aims to provide a total return and annual income that is greater than that of the benchmark.

Key features

  • The Fund is specifically designed for retirees. It seeks to provide a growing income stream by investing in a diversified portfolio of Australian equities, listed real assets (such as AREITs, utility and infrastructure securities), fixed Income and cash or cash equivalents.
  • The investment manager’s investment approach focuses on identifying superior expected income from equities, bonds and cash in order to provide an optimal asset allocation for retirees requiring sustainable income and growth over the medium to long term.


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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.