Legg Mason Martin Currie Global Long-Term Unconstrained Fund

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Fund Objective

The Fund objective is to provide capital appreciation through investment in global equities (ex Australia). The Fund is expected to generate returns in excess of the MSCI All Country World Index (“ACWI”) (ex Australia) expressed in Australian dollars over rolling five-year periods with lower volatility. The Fund is unhedged and performance is measured in Australian dollars before fees and taxes.

Key features

  • The Fund invests in a concentrated global equity (ex Australia) portfolio of typically between 25-40 companies across developed and emerging markets.
  • As an unconstrained strategy, the Fund’s individual stock weights are determined by the conviction of the investment team rather than a stock’s index weight. The maximum exposure to individual securities is 10% of the value of the portfolio.
  • The Fund has no country or sector exposure limits.

 
 
 
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.