Legg Mason Australian Core Equity Trust

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About the Trust

Investment Aim

The Trust aims to earn a before fees and tax return (over rolling three-year periods) of 3% p.a. in excess of the Benchmark.

Performance Benchmark

S&P/ASX 200 Accumulation Index (a market index commonly used for an Australian equity portfolio).

About the Investment Strategy

The investment process consists of an active and diversified stock selection approach. The approach relies upon the analysis of individual companies rather than the application of economic or industry themes. Legg Mason Australian Equities combines an assessment of company valuation, based on in-house forecasting of future cash flows, with a range of quantitative and qualitative factors. The Trust is actively managed to a "core" investment style.

About the Investment Team

The assets of the Legg Mason Australian Equity Trust are managed by Legg Mason Australian Equities, a dedicated asset management business that relies on fundamental research to provide superior investment outcomes for Australian institutional investors and platform providers. Legg Mason Australian Equities is part of Legg Mason Australia.

Legg Mason Australian Equities possesses a strong mix of fundamental research skills, quantitative analysis experience and market expertise.

General Trust Literature

Product Brochure
Product Disclosure Statement
Application Form
Monthly Report
Quarterly Report
Technical Fund Details

Risk Factors: 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.