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Inception date Lonsec* Zenith* Morningstar* mFund SIV Panorama BT Asgard AMP ANZ IOOF MLCWrap Navigator CFS Macquarie Wrap OneVue Fiducian Netwealth Praemium Xplore HUB24 Power Wrap uXchange
Australian Equities+
Legg Mason Martin Currie Core Equity 04/1982 Recommended Recommended ****
Legg Mason Martin Currie Equity Income 06/2011 Highly Recommended Recommended *** 3 2
Legg Mason Martin Currie Ethical Values with Income 12/2015 Highly Recommended ***
Legg Mason Martin Currie Ethical Income 06/2017 Highly Recommended
Legg Mason Martin Currie Real Income 12/2010 Recommended Recommended Neutral 1
Legg Mason Martin Currie Small Companies 07/1996 *
Legg Mason Martin Currie Select Opportunities 11/2006 Recommended Recommended ****
Property Securities+
Legg Mason Martin Currie Property Securities 01/1995 Recommended ***
Global Equities+
Legg Mason QS Investors Global Equity 02/1993 Investment Grade Recommended ****
Legg Mason QS Investors Global Responsible Investment 05/2019
Legg Mason Martin Currie Emerging Markets 09/2011 Recommended Recommended *****
Legg Mason Martin Currie Long-Term Unconstrained 12/2015
Australian Fixed Income+
Legg Mason Western Asset Australian Bond 10/1998 Highly Recommended Highly Recommended *****
Silver
Global Fixed Income+
Legg Mason Brandywine Global Fixed Income 06/2008 ****
Legg Mason Brandywine Global Opportunistic Fixed Income 03/2011 Highly Recommended Highly Recommended **
Silver
Legg Mason Brandywine Global Income Optimiser 05/2017 Investment Grade Recommended
Legg Mason Western Asset Global Bond 12/2016 Recommended Recommended Bronze
Legg Mason Western Asset Macro Opportunities Bond 08/2016 Recommended Recommended
Cash+
Legg Mason Western Asset Cash Plus 03/1999 ****
Legg Mason Western Asset Cash 08/1997
Multi-Sector+
Legg Mason Martin Currie Tactical Allocation 02/1989
Legg Mason Martin Currie Diversified Growth 05/1996 Recommended Approved ****
Legg Mason Martin Currie Diversified Income 05/2014 Recommended Recommended *****
ETFs+
BetaShares Legg Mason Emerging Markets Fund (ASX: EMMG) 05/2019
BetaShares Legg Mason Equity Income (ASX:EINC) 02/2018 Highly Recommended Recommended
BetaShares Legg Mason Real Income (ASX:RINC) 02/2018 Recommended Recommended
BetaShares Legg Mason Australian Bond (ASX:BNDS) 11/2018 Highly Recommended Recommended 4    

As at August 2019. Please note these ratings are intended for professional advisers only and are not to be relied upon by retail investors. 1 Available on FirstChoice and FirstWrap 2 Escala only 3Available as a Managed Portfolio 4 FirstWrap only    * Please refer to disclaimer below.

Issued by Legg Mason Asset Management Australia Limited (ABN 76 004 835 849, AFSL 240827) (Legg Mason Australia ) which is part of the Legg Mason Inc. group. Before making an investment decision you should read the relevant Product Disclosure Statement (PDS) carefully and you need to consider, with or without the assistance of a financial advisor, whether such an investment is appropriate in light of your particular investment needs, objectives and financial circumstances. The PDS is available and can be obtained by contacting Legg Mason Australia on 1800 679 541 or at www.leggmason.com.au. The information in this presentation is of a general nature only and is not intended to be, and is not, a complete or definitive statement of the matters described in it. The information does not constitute specific investment advice and does not include recommendations on any particular securities. Legg Mason Australia nor any of its related parties, guarantee the repayment of capital or performance of any of the Legg Mason trusts referred to in this document.

BetaShares Capital Ltd (ABN 78 139 566 868 AFSL 341181) (BetaShares) is the issuer and responsible entity of the BetaShares Legg Mason Equity Income Fund (managed fund) (ARSN 621 856 406), BetaShares Legg Mason Real Income Fund (managed fund) (ARSN 621 862 619) and the BetaShares Legg Mason Australian Bond Fund (ARSN 608 058 493) (Funds). BetaShares has appointed Legg Mason Asset Management Australia Ltd (ABN 76 004 835 849 AFSL 240827) (Legg Mason Australia) as investment manager for the Fund. Martin Currie Australia, a division within Legg Mason Australia, provides the investment management services for the Fund. Any reference to ‘Legg Mason Australia’ or ‘Martin Currie Australia’ is a reference to Legg Mason Asset Management Australia Limited. Before making an investment decision you should read the Product Disclosure Statement (PDS) for the Fund carefully and consider, with or without the assistance of a financial advisor, whether such an investment is appropriate in light of your particular investment needs, objectives and financial circumstances. The PDS is available and can be obtained by contacting BetaShares on 1300 487 577 or Legg Mason Australia on 1800 679 541 or at www.betashares.com.au or www.leggmason.com.au. This information does not take into account the investment objectives, financial objectives or particular needs of any particular person. Neither BetaShares, Legg Mason Australia, nor any of their 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.  

The Lonsec Rating (assigned as follows: Legg Mason Martin Currie Core Equity Fund – August 2019; Legg Mason Martin Currie Equity Income Fund – August 2019; Legg Mason Martin Currie Ethical Values with Income Fund – August 2019; Legg Mason Martin Currie Ethical Income Fund – August 2019; Legg Mason Martin Currie Real Income Fund - April 2019; Legg Mason Martin Currie Select Opportunities Fund – August 2019; Legg Mason Martin Currie Property Securities Fund - April 2019; Legg Mason Western Asset Global Bond Fund - October 2018; Legg Mason Martin Currie Global Emerging Markets Fund - May 2019; Legg Mason Western Asset Australian Bond Fund - April 2018; Legg Mason Brandywine Global Opportunistic Fixed Income Fund - October 2018; Legg Mason Western Asset Macro Opportunities Bond Fund - July 2018; Legg Mason Martin Currie Diversified Growth Fund - February 2018; Legg Mason Martin Currie Diversified Income Fund - February 2018; Legg Mason Brandywine Global Income Optimiser Fund - October 2018; Legg Mason QS Investors Global Equity Fund - February 2019; BetaShares Legg Mason Equity Income Fund - February 2018; BetaShares Legg Mason Real Income Fund - April 2019; Betashares Legg Mason Australian Bond Fund - March 2019) 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 Martin Currie Core Equity Fund - June 2018; Legg Mason Martin Currie Equity Income Fund - June 2018; Legg Mason Martin Currie Real Income Fund - June 2018; Legg Mason Martin Currie Select Opportunities Fund - June 2018; Legg Mason Martin Currie Property Securities Fund - May 2019; Legg Mason Martin Currie Emerging Markets Fund - November 2018; Legg Mason QS Global Equity Fund - November 2018; Legg Mason Western Asset Australian Bond Fund - May 2018; Legg Mason Brandywine Global Opportunistic Fixed Income Fund - February 2019; Legg Mason Western Asset Global Bond Fund - February 2019; Legg Mason Brandywine Global Income Optimiser Fund - February 2019; Legg Mason Western Asset Macro Opportunities Bond Fund - February 2019; Legg Mason Martin Currie Diversified Growth Fund - October 2018; Legg Mason Martin Currie Diversified Income Fund - October 2018; BetaShares Legg Mason Real Income Fund - October 2018; BetaShares Legg Mason Equity Income Fund - October 2018; BetaShares Legg Mason Australian Bond Fund - December 2018 ) 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.

© 2019 Morningstar, Inc. 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”).

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.

The Morningstar Analyst Rating™ for Legg Mason Brandywine Global Opportunistic Fixed Income strategy is ‘Silver’ as at November 2018. The Morningstar Analyst Rating™ for Legg Mason Western Asset Australian Bond strategy is ‘Silver’ as at October 2018. The Morningstar Analyst Rating™ for Legg Mason Martin Currie Real Income Fund is ‘Neutral’ as at 14 March 2018. The Morningstar Analyst Rating™ for Legg Mason Western Asset Global Bond Fund is ‘Bronze’ as at 18 January 2019.

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