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Legg Mason Balanced Trust

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About the Trust

Investment Aim

To earn a before fees and tax return (over rolling three year periods) in excess of a benchmark constructed in accordance with the neutral asset allocation of the Trust.

Performance Benchmark

The performance of the trust is measured against a benchmark comprising the following sectors:

35% Australian equities S&P/ASX 200 Accumulation Index.
10% Property securities S&P/ASX 200 A-REIT Accumulation Index.
23% Global equities MSCI All Country (ex Australia) World Index, expressed in Australian dollars.
12% Australian fixed income UBS Australian Composite Bond Index.
12% Global fixed income Barclays Capital Global Aggregate Index, expressed in Australian dollars.
5% Cash UBS Australian Bank Bill Index.
3% Alternative investments UBS Australian Bank Bill Index.

Technical Fund Details

About the Investment Strategy

Legg Mason Australian Equities's balanced investment philosophy is that extensive fundamental research, complemented by proprietary quantitative analysis, can identify value-adding opportunities in the investment universe. The impact of this philosophy is that our investment processes are research based, broadly diversified and incorporates the active management of risk.

Active asset allocation is achieved through the Legg Mason Tactical Asset Allocation Trust. Stock selection is the responsibility of specialist asset management in: Australian equities; property securities; global equities; Australian fixed income; global fixed income; cash and alternative investments.

About the Investment Team

The assets of the Legg Mason Balanced 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 Disclosure Statement

Application Form

Monthly Report

Quarterly Report

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.