Legg Mason Martin Currie Small Companies Fund

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Fund Objective

The Fund aims earn an after-fee return in excess of the S&P/ASX Small Ordinaries Accumulation Index (“Benchmark”) over rolling three-year periods.

Key Features

  • The Fund typically invests in Australian listed securities that are outside the largest 100 companies as measured by market capitalisation.
  • Extensive research with a focus on understanding company management, business models, growth ambitions and track records.
  • Sector positions are actively monitored, as are exposures to quantitative factors.

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.