Legg Mason Martin Currie Core Equity 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 three-year periods.

Key Features

  • The Fund invests in a diversified portfolio of securities based on a deep understanding of each company’s valuation, direction and quality.
  • The investment process relies on a unique set of signals that are proven to add value and avoid distressed companies.
  • The valuations from our fundamental analysts provide forward-looking insights, unlike ‘traditional’ quantitative funds that rely on backward-looking signals.

 
 

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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.