Legg Mason Martin Currie Ethical Values with 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 predominately invests in Australian listed securities.
  • Companies that do not meet the Fund’s ethical investment screen are excluded from the investment universe.
  • Environmental, social and governance (ESG) considerations (including labour standards and ethical considerations) are taken into account by Martin Currie in determining the value of a company and in the selection, retention and realisation of investments.
  • Screen for companies that are not operating in accordance with the Catholic Health Australia Code of Ethical Standards.
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.