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Legg Mason Permal Investment Holdings Trust

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About the Trust

Investment Aim

The Trust aims to achieve long-term capital appreciation with moderate volatility and risk by holding shares in Permal Investment Holdings N.V. ("Permal Shares").

Performance Benchmark

Morgan Stanley Capital International (MSCI) World Index expressed in Australian dollars. The Comparative Index allows for comparison of the Trust's investment performance to that of a widely recognised index. As the Trust will not hold similar assets to the MSCI World Index, the performance of the Trust should not be formally measured against the Comparative Index.
 
    Refer to Technical Fund Details PDF
 
 
 
 

About the Investment Strategy

    Permal Investment Holdings N.V. is managed by Permal Investment Management Services Limited ("Permal"), a company incorporated in the United Kingdom. The Responsible Entity of the Trust has decided to obtain exposure to the strategy set by Permal by holding Permal Shares. The following paragraph explains this strategy.

    Permal's multi-manager investment philosophy is to create and maintain diversified portfolios of quality managers that provide safety of capital, investor liquidity and above average returns with below average volatility when compared with traditional investments. Portfolios are designed to participate significantly in strong markets, preserve capital in down or volatile markets and outperform market indices over a full market cycle. A market cycle is defined as a combination of bullish and bearish periods. By diversifying assets by manager, region, investment style, asset class, and sector, the portfolio aims to reduce risk. Permal Investment Holdings N.V. provides exposure to a carefully selected group of underlying investment managers that manage a broad range of global alternative investments, including long/short, macro, long equity, emerging growth and event driven strategies. Alternative investments typically have flexible investment strategies that have absolute return objectives, allow for the use of derivatives, leverage and short selling, and aim to generate returns that have low correlation with traditional asset classes.

About the Investment Team

Permal's multi-manager portfolios create and maintain diversified portfolios of quality managers that provide safety of capital, excellent investor liquidity and above average returns with below average volatility when compared with traditional investments. Permal portfolios are designed to participate significantly in strong markets, preserve capital in down or volatile markets and outperform market indices over a full market cycle. A market cycle can be defined as a combination of bullish and bearish periods. By diversifying assets by manager, region, investment style, asset class, and/or sector, we seek to reduce overall portfolio risk.

General Trust Literature

 
 
Risk factors: An investment in the Trust is speculative and carries a high degree of risk and is suitable only for investors who can assume the risk of losing their entire investment. Key risks of investing in a "fund of fund" alternative investment vehicle include Underlying Investment Manager specific risk and overall portfolio risk. 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.