Legg Mason Martin Currie Select Opportunities Fund

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Fund Objective

The Fund aims to earn an after-fee return in excess of the S&P/ASX 200 Accumulation Index (“Benchmark”) over rolling five-year periods.

Key Features

  • The Fund invests in Australian listed securities and may hold cash.
  • A fundamental valuation approach, owning stocks trading at the deepest discount to assessed value in order to maximise returns over the long term.
  • High conviction portfolio of approximately 35 stocks with risk assessed on a fundamental quality basis. Designed to take advantage of behavioural bias in market participants and stand against the investment crowd.

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.