• INVESTMENT INVOLVES RISKS. The value of the Fund can be volatile and investors may not get back the amount originally invested. Past performance is not indicative of future results.
  • Investors will be exposed to equity market, debt securities, credit, custody and settlement, liquidity and currency risks.
  • The Fund may invest in emerging markets which involve special risks, including liquidity, volatility, currency, political, economic, legal and regulatory risks
  • Securities of smaller companies generally are less liquid and more volatile than those of larger companies; and smaller companies generally are more likely to be adversely affected by poor economic or market conditions.
  • Investments in Master Limited Partnerships and/ or Business Development Companies may be relatively illiquid,and may be more adversely affected by changes in economic or other conditions which could cause a substantial loss to the investments held by, hence the value of, the Fund.
  • The Fund may invest in below investment grade/ unrated securities, which carry a higher degree of pricing volatility, market, counterparty default and liquidity risks.
  • The Fund may use certain types of financial derivative instruments for hedging purposes, which may involve a higher degree of risk including but not limited to counterparty, volatility, liquidity, leverage and valuation risks, and the Fund may suffer a substantial loss.
  • The Fund may invest in Real Estate Investment Trusts which involves additional risks
  • The directors of Legg Mason Global Funds Plc may at their discretion pay dividends out of capital of a Distributing Plus Share Class. The payment of dividends out of capital effectively amounts to a return or withdrawal of an investor´s original capital investment or of capital gains attributable to that original investment. Such distribution will result in a corresponding immediate decrease in the Net Asset Value per share of these Share Classes.
  • Investors should not invest based on this marketing material alone. Offering documents should be read for further details, including the risk factors.


Legg Mason ClearBridge Tactical Dividend Income Fund

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About The Fund

Investment Aim

The Fund is a sub-fund of Legg Mason Global Funds plc, an open-ended umbrella investment company constituted in Ireland. The Fund’s primary aim is to provide a high level of income with a secondary aim of generating long-term capital appreciation. The Fund seeks to achieve its objective by investing in a diversified portfolio of equity and equity-related securities including energy-oriented income producing companies and real estate investment trusts. The Fund may invest in issuers of any market capitalisation.

Performance Benchmark

There is no fund benchmark.
    Invests primarily in income generating energy infrastructure companies and real estate investment trusts (REITs).

    Seeks diverse income opportunities through investing in companies paying high and growing dividends.

About the Investment Strategy

  • The Fund seeks diverse income opportunities through
      - Companies paying high and growing dividends
      - The energy infrastructure growth story
      - Income generating real estate opportunities

About the Investment Team

ClearBridge Investments' expertise lies in US equities with experience across a wide range of market capitalisations and disciplines. ClearBridge's seasoned portfolio managers pursue distinct investment styles but share a focus on primary research-driven fundamental investing.