Legg Mason Martin Currie Diversified Growth Fund

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Fund Objective

Through investment across multiple asset classes, the Fund aims to earn an after-fee return in excess of the Benchmark over rolling three year periods.

Key features

  • The Fund follows a multi asset investment approach which is designed to invest approximately 70% in growth assets and 30% in defensive assets.
  • The Fund seeks to optimally allocate assets across Australian and global equities, listed real assets (such as property, utility and infrastructure securities), global and domestic fixed income and cash to produce superior medium-term returns.
  • The investment manager’s approach focuses on identifying the relative expected returns of equities, bonds and cash in order to provide an optimal asset allocation to produce superior expected medium term returns.
 
 
 
The Fund was formerly known as Legg Mason Diversified Fund.
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.