Legg Mason Western Asset Cash Fund

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Fund Objective

The Fund aims to achieve a return before fees and taxes equivalent to at least the return of the Bloomberg AusBond Bank Bill Index (“Benchmark”) over rolling one year periods.

Key Features

  • The Fund aims to achieve its investment objective by holding a relatively low risk portfolio of cash securities.
  • The portfolio is designed to ensure that deposits are readily accessible; investments are highly liquid and low risk; and return have limited volatility.
  • The Fund offers a relatively low risk exposure to Australian cash and other similar securities (whether directly or through trusts) and diversification benefits that would be difficult to achieve through direct investment.

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.

Morningstar Awards 2018 (c). Morningstar, Inc. All Rights Reserved. Awarded to Legg Mason Western Asset for Morningstar Fund Manager of the Year, Fixed Income Category, Australia.