Fund Manager of the Year

For the second time in three years, we at Legg Mason are proud to receive the title of Money Management Fund Manager of the Year. Our affiliates, Brandywine Global, Martin Currie Australia and Western Asset, were also recognised in the category awards for Global Fixed Income, Responsible Investments and Australian Fixed Income. With a full range of local funds covering all major asset classes, our multi-affiliate model includes nine specialist investment management firms. As the awards testify, this flexibility and strength helps us focus on achieving your clients' targets with consistent success.

Flexibility and strength that helps us achieve your long term objectives

Legg Mason Affiliate Model

Legg Mason is one of the world's leading asset managers and is dedicated solely to managing money, currently managing A$952 billion globally and A$52 billion in Australia (31 March 2017). The Legg Mason business model is simple and uncompromised: Legg Mason as the parent company provides product, marketing and sales support for its nine fund manager affiliates. This network of nine diverse global asset managers covering all major asset classes have complete investment independence and are laser focused on investment process and performance.

Specialised expertise

Legg Mason brings to clients the skills and investment insights of nine specialist investment management firms.


Simplicity and focus

Our multi-affilate business model helps our investment experts focus fully on performance delivery, while the team at Legg Mason provides product, marketing and sales support.

Rated & award-winning

We offer an innovative and differentiated range of independently-rated, award-winning funds covering all the major asset classes.

Featured Products

Income Solutions for Life

Legg Mason
Martin Currie

Real Income Fund

Target your income the reliable way. Launched in 2010, this award-winning Australian real income fund is the first of its kind and has been carefully designed to provide attractive and growing income.

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Income Solutions for Life

Legg Mason
Martin Currie

Equity Income Trust

This highly rated fund aims to deliver attractive and sustainable income by investing in Australian companies with quality business models and solid track records of paying dividends through the business cycle.

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Income Solutions for Life

Legg Mason
Martin Currie

Diversified Income Trust

This innovative retirement income solution investing in multiple asset classes is designed for retirees seeking a ‘balanced fund’ style solution that is diversified across asset classes. This blended fund takes the hassle out of managing three separate investments.

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Income Solutions for Life

Legg Mason 
Brandywine Global

Income Optimiser Fund

Sourcing opportunity from across the globe and across sectors, this total return fund seeks to generate a high and consistent level of income in all market conditions over a full market cycle with a secondary objective of capital preservation.

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Fixed Income Choice

Legg Mason
Western Asset

Australian Bond Trust

With an investment objective of 0.75% pa in excess of the Bloomberg AusBond Composite Index over rolling three year periods (before fees and taxes), this trust can easily be blended with more aggressive investments like equity funds in a diversified investor portfolio.

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Fixed Income Choice

Legg Mason
Brandywine Global

Opportunistic Fixed Income Trust

With a ‘go anywhere’, opportunistic style andstrict risk limits to avoid over-exposure to anyone region or issuer, this trust can invest upto a maximum 15% in high yield or emerging markets, if there are compelling opportunities in these sectors.

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Additional Fund Strategies 
and Solutions

Legg Mason
Brandywine Global
Fixed Income Trust

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Legg Mason
Martin Currie
Ethical Income Strategies

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Legg Mason
QS Investors
Global Equity Trust

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Legg Mason
Western Asset
Global Bond Fund

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Legg Mason
Western Asset
Macro Opportunities Bond Fund

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Ratings & Awards

2017
2016
2015

Legg Mason

Awarded

Awarded

Zenith

Money Management Fund Manager of the 
Year Awards

Winner − Fund Manager of the Year

Legg Mason Martin Currie

Ethical Income Strategies

Awarded

Awarded

Zenith

Money Management Fund Manager of the 
Year Awards

Winner − Responsible Investments

Rated

Lonsec

Legg Mason Western Asset

Australian Bond Trust

Awarded

Awarded

Zenith

Money Management Fund Manager of the 
Year Awards

Finalist − Australian Fixed Income

Rated

Zenith Lonsec Morning Star

Legg Mason Brandywine Global

Opportunistic Fixed Income Trust

Awarded

Awarded

Zenith

Money Management Fund Manager of the 
Year Awards

Finalist − Global Fixed Income

Rated

Zenith Lonsec Morning Star Silver

Legg Mason Western Asset

Australian Bond Trust

Awarded


Professional Planner/Zenith Awards

Winner − Australian Fixed Interest

Zenith

Rated

Zenith Lonsec

Legg Mason Brandywine Global

Opportunistic Fixed Income Trust

Awarded


Professional Planner/Zenith Awards

Finalist − Global and Diversified 
Fixed Interest

Zenith

Rated

Zenith Lonsec

Legg Mason

Awarded

Awarded

Zenith

Money Management Fund Manager 
of the Year Awards

Winner − Fund Manager of the Year

Legg Mason Brandywine Global

Opportunistic Fixed Income Trust

Awarded

Awarded

Zenith

Money Management Fund Manager 
of the Year Awards

Winner − Global Fixed Income

Rated

Zenith Lonsec

Legg Mason Western Asset

Australian Bond Trust

Awarded

Awarded

Zenith

Money Management Fund Manager 
of the Year Awards

Winner − Global Fixed Income

Rated

Zenith Lonsec

Meet our Affiliates

With a full range of funds covering all major asset classes, our multi-affiliate model includes nine specialist investment firms. This flexibility and strength helps us focus on achieving your clients' success with consistent, award-winning success.

Global Value Investing


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Real Estate Investment Specialists


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Quality-Focused Equity


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Global Alternative Asset Manager


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Active Equity Specialists


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Quantitative Global Equity and 
Multi-Asset Manager

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Global Listed Infrastructure Investing


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Small-Cap Equity Specialists


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Fixed Income Specialists


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Contact Us

For general enquiries call 1800 679 541 or email us enquiries@leggmason.com.

Director of Sales
Colin Taylor
613 9017 8636
ctaylor@leggmason.com
Director of Sales
Tony Pattison
613 9017 8644
pattison@leggmason.com
Director of Sales
Matt Stovold
612 8211 2760
mstovold@leggmason.com
Client Services
Camille Clark
613 9017 8655
cclark@leggmason.com
Head of Marketing
Felicity Nicholson
613 9017 8606
fnicholson@leggmason.com
Media Enquiries
Simrita Virk (Shed Media)
0434531172
svirk@shedmedia.com.au

This page is intended for wholesale clients only. Legg Mason Asset Management Australia Ltd (ABN 76 004 835 849 AFSL 240827) is part of the global Legg Mason Inc. group. Any reference to Legg Mason or Martin Currie Australia is a reference to Legg Mason Asset Management Australia Limited. Martin Currie Australia is a division within Legg Mason. Brandywine Global, QS Investors and Western Asset are part of the Legg Mason Inc Group and Legg Mason has appointed them as the investment managers to the Trusts/Funds referred herein. Legg Mason is the Responsible Entity of the Trusts and Funds referred to in this document. Before making an investment decision you should read the Product Disclosure Statement (PDS) for the relevant Trust or Fund carefully. The PDS is available and can be obtained by contacting Legg Mason on 1800 679 541 or at www.leggmason.com.au. This product has not been prepared to take into account the investment objectives, financial objectives or particular needs of any particular person. Neither Legg Mason, nor any of its related parties guarantees any performance or the return of capital invested. Past performance is not necessarily indicative of future performance. Investments are subject to risks, including, but not limited to, possible delays in payments and loss of income or capital invested. These opinions are subject to change without notice and do not constitute investment advice or recommendation.

The Lonsec Rating (assigned as follows: Legg Mason Martin Currie Ethical Values with Income Fund − January 2017; Legg Mason Western Asset Australian Bond Trust − April 2017; Legg Mason Brandywine Global Opportunistic Fixed Income Trust – September 2017) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Legg Mason Asset Management Australia Limited products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec's Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings.

The Zenith Investment Partners ("Zenith") Australian Financial Services License No. 226872 rating (Legg Mason Western Asset Australian Bond Trust assigned June 2017; Legg Mason Brandywine Global Opportunistic Fixed Income Trust assigned March 2016) referred to in this document is limited to "General Advice" (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments.Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines.

© 2017 Morningstar, Inc. Legg Mason Brandywine Global Opportunistic Fixed Income Trust and Legg Mason Western Asset Australian Bond Trust received a 5-star Morningstar Rating™ as at 30 May 2017. The Morningstar Analyst Rating™ for Legg Mason Brandywine Global Opportunistic Fixed Income strategy is 'Silver' as at 30 May 2017. The Morningstar Rating is an assessment of a fund's past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO").
Important Note: You should read the information contained in the "Terms & Conditions" and "Privacy Policy" pages in this website before proceeding. Legg Mason Asset Management Australia Limited, ABN 76 004 835 849, AFSL No. 240827 ("Legg Mason Australia").