Legg Mason Affiliate-Managed Funds Win 2018 Thomson Reuters Lipper Fund Awards

Funds Managed by QS Investors, Royce Funds and Western Asset Named Recipients

 

February 28, 2018

 

Legg Mason, Inc. (NYSE: LM) announced today that four affiliate-managed funds have received 2018 Thomson Reuters Lipper Fund Awards.

The awards, which recognize mutual funds that have demonstrated consistent, strong risk-adjusted returns against their peers, were announced yesterday by Lipper, a Thomson Reuters company.

“This is the second year both QS Investors and Western Asset have been recognized by this prestigious organization, and for good reason,” said Thomas K. Hoops, Head of Global Business Development at Legg Mason. “Western Asset’s Core Strategy has achieved solid performance in a variety of market environments, which can be directly attributed to their time-tested, team-based and consistent approach. The same can be said for QS Investors’ quantitative process, which is built on a deeper understanding of investment and human dynamics.”

 
Legg Mason’s 2018 Lipper Fund Award Winners:
  • The QS Global Equity Fund’s I share class (SMYIX) received the Lipper award for the 3-year period ending November 30, 2017 among 138 funds in the Global Multi-Cap Core Funds category.
  • The Royce International Premier Fund’s I share class (RIPNX) received the Lipper award for the 3-year period ending November 30, 2017 among 148 funds in the International Small/Mid-Cap Growth Funds category.
  • The Western Asset Core Bond Fund’s I share class (WATFX) received the Lipper award for the 3-year period ending November 30, 2017 among 414 funds in the Core Bond Funds category.
  • The Western Asset Core Bond Fund’s IS share class (WACSX) received the Lipper award for the 5-year period ending November 30, 2017 among 386 funds in the Core Bond Funds category.

 

 

QS Global Equity Fund

Royce International Premier Fund

Western Asset Core Bond Fund


About Legg Mason, Inc,

Guided by a mission of Investing to Improve Lives,TM  Legg Mason helps investors globally achieve better financial outcomes by expanding choice across investment strategies, vehicles and investor access through independent investment managers with diverse expertise in equity, fixed income, alternative and liquidity investments.  Legg Mason’s assets under management are $780 billion as of January 31, 2018.  To learn more, visit our web site, our newsroom, or follow us on LinkedIn, Twitter, or Facebook

 

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About the Lipper Awards

From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

The 2018 Lipper Fund Award winners are selected based on the highest risk-adjusted performance among funds within a given category, excluding sales charges. Had sales charges been included, if any, performance would be lower. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five or 10 years. A high Lipper rating does not necessarily imply that a fund had the best total performance or that the fund achieved positive results for that period. Lipper Inc. is a major independent mutual fund tracking organization. Other share classes may have different performance characteristics. Detailed awards methodology can be found at http://excellence.thomsonreuters.com/award/lipper.     

Lipper Inc. is a major independent mutual fund tracking organization.

Before investing, carefully consider a fund’s investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, which is available at www.leggmason.com/individualinvestors. Please read it carefully.

Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

© 2018 Legg Mason Investor Services, LLC, member FINRA, SIPC. Legg Mason Investor Services, LLC and QS Investors and Western Asset are subsidiaries of Legg Mason, Inc.

Past performance is no guarantee of future results.

All investments involve risk, including loss of principal.

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE