Legg Mason GPS: Growth Positioning Strategies
Selecting the right vehicle is as important as the strategy behind it. Whether you are seeking a mutual fund, ETF, separate account or other investment vehicles, Legg Mason’s broad variety of products is the octane to help you reach your financial goals.
Strive to optimize your traditional exposures.
ClearBridge Large Cap Growth Fund
ClearBridge Large Cap Growth SMA
Western Asset Core Plus Bond Fund
Western Asset Core Plus SMA
Legg Mason US Diversified Core ETF (UDBI)
Legg Mason Developed ex-US Diversified Core ETF (DDBI)
Legg Mason Emerging Markets Diversified Core ETF (EDBI)
Your traditional asset allocations could be strengthened and customized to:
Explore all Mutual Funds
Explore all Separately Managed Accounts
Explore all Exchange Traded Funds
THE ROAD AHEAD
Rock-bottom interest rates. Slow economic growth. Outbreaks of market volatility. All these make it harder to generate the returns you need to reach your goals. It’s easy to feel frustrated by economic uncertainty and a perceived lack of opportunity.
CHOICES TO HELP
YOU FIND OPPORTUNITY
Through our diverse family of active equity, fixed income and alternative investment managers, Legg Mason is uniquely designed to provide wide-ranging expertise and expanded global opportunities – offering innovative, time-tested strategies to meet varied portfolio needs.
What you should remember is that through the twists and turns of market conditions,
our diverse asset management teams have the time-tested skill and keen discipline to help
keep your goals on track for the long run.
Contact your wholesaler for comprehensive product information.
Get sound guidance from a Financial Advisor on how best to achieve your goals.
Equity securities are subject to price fluctuation and possible loss of principal. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. Short selling is a speculative strategy. Unlike the possible loss on a security that is purchased, there is no limit on the amount of loss on an appreciating security that is sold short. Derivatives, such as options and futures, can be illiquid, may disproportionately increase losses, and have a potentially large impact on fund performance.
Fixed income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed income securities falls. Asset-backed, mortgage-backed or mortgage-related securities are subject to additional risks, such as prepayment and extension risks. High-yield bonds possess greater price volatility, illiquidity and possibility of default. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. An investor may be subject to the federal Alternative Minimum Tax (AMT), and state and local taxes may apply. Capital gains, if any, are fully taxable.
Separately Managed Accounts (SMAs) are investment services provided by Legg Mason Private Portfolio Group, LLC (LMPPG), a federally registered investment adviser. Client portfolios are managed based on investment instructions or advice provided by one or more of the following Legg Mason-affiliated sub-advisers: ClearBridge Investments, and Western Asset Management Company. Management is implemented by LMPPG, the designated sub-adviser or, in the case of certain programs, the program sponsor or its designee.
Professional money management may not be suitable for all investors. Factual information relating to the securities discussed was obtained from sources believed to be reliable, but there can be no guarantee as to its accuracy. It should not be assumed that investments made in the future will be profitable or will equal the performance of the securities discussed in the material.
Authorized participants ("APs") may acquire shares in the primary market directly from the ETFs and may tender their shares for redemption directly to the ETFs, at net asset value per share only in Creation Units or Creation Unit Aggregations. Once created, shares of the funds generally trade in the secondary market in amounts less than a Creation Unit.
Retail investors buy and sell shares of ETFs at market price (not NAV) in the secondary market throughout the trading day. These shares are not individually available for purchase or redemption directly from the ETF. Market price returns shown are based upon the National Best Bid and Offer (NBBO) at 4:00 p.m. Eastern time. These returns will not represent your returns had you traded shares at other times.
Legg Mason Investor Services, LLC (LMIS) serves as the distributor of Creation Units for the ETFs on an agency basis. LMIS does not maintain a secondary market in the funds' shares.
Exchange Traded Funds (ETFs) — A type of investment company which is bought and sold on a securities exchange. ETFs generally represent a portfolio of securities, derivative instruments, currencies or commodities. The risks of owning an ETF generally reflect the risks of owning the underlying securities or commodities the ETF is designed to track. ETFs also have management fees and operating expenses that increase their costs.
Asset allocation, diversification and dollar-cost averaging do not guarantee a profit or protect against investment loss.
IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.
FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.