Legg Mason Asia Tilt Balanced Portfolio

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About The Fund

Investment Aim

The Fund seeks to increase capital value through a balanced investment in i) global equities markets, with a particular emphasis toward Asian equities markets and ii) fixed income securities traded on an official exchange, in a Regulated Market, or recognised market which is open to the public. Such fixed income securities may be either US Dollar or non-US Dollar denominated bonds.

Performance Benchmark

Composite Benchmark: 50% Barclays Capital Global Aggregate Index (USD Hedged), 30% MSCI AC World Free and 20% MSCI AC Far East Free ex Japan ex China
 
    A well-diversified portfolio invests in a wide range of asset classes, countries and industries.
    Highly experienced investment team.
 
 
 

About the Investment Strategy

  • Emphasises top-down approach and incorporates analysis of relative valuations as well as earning growth.
  • The Manager utilises both quantitative and qualitative analysis.

About the Investment Team

Legg Mason Global Asset Allocation

General Fund Literature

Fact Sheet
Annual Report
Semi-Annual Report
Summary Prospectus
 
 

  		•  The Fund may invest up to 100% of its NAV in mortgage related securities, including mortgage-backed securities (MBS) and “To Be Announced” securities (TBAs), which can involve material additional risks, e.g. counterparty default risk, and may expose the Fund to significant losses.
  		• Investors should read and understand the Fund's most current offering document, including details of risk factors relevant to the Fund and, in particular, the risk of investment in mortgage related securities, before making an investment in the Fund.
  		• An investment in the Fund may not be suitable for all investors. The investment decision is yours but you should not invest in the Fund unless the intermediary who sells it to you has advised you that it is suitable for you and has explained why, including how buying it would be consistent with your investment objectives.