Legg Mason Martin Currie Tactical Allocation Fund

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Fund Objective

The Fund aims to earn an after-fee return in excess of the Benchmark over rolling five-year periods. The Benchmark is a composite of 50% the S&P/ASX 200 Accumulation Index and 50% the Bloomberg AusBond Composite Index.

Key features

  • The Fund seeks to provide exposure to tactical asset allocation decisions between Australian equities, Australian bonds and cash based on an assessment of the relative valuations of these asset classes.
  • The investment manager’s approach is premised on the philosophy that the Australian equity market is efficient over the long term but “short-term inefficient” – disciplined investors can exploit short-term market movements to add long-term value.

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.