ETFs: Strategies for Targeted Outcomes

 

What outcome do you seek?

Whether it is accumulating wealth, generating income, diversifying their holdings or reflecting their values, every investor has objectives in mind when they invest.

That’s precisely why Legg Mason created a suite of innovative Exchange Traded Funds (ETFs) designed to give investors and advisors the strategic solutions they need to pursue outcomes across changing market conditions.

 

Liquid Investments
Liquid

Can be bought or sold anytime during market hours at real-time prices

 

Exchange Traded Funds
Cost-effective

Streamlined operations can help lower structural costs/expenses

 

Tax Efficient Investing
Tax-efficient

May offer advantages for tax efficiency 

 

Investment Choices
Innovative

Choice of passive, single-factor, multi-factor, and diversified active strategies that help advisors fine-tune portfolios to target outcomes

 

A choice of strategies expertly managed

Legg Mason ETFs leverage the diverse expertise of our independent asset managers in active and passive strategies, and demonstrated leadership in specific asset classes and socially responsible investing.

 

Strategies that seek to grow wealth, generate income and manage volatility. 
Have an impact.  All on our platform.

Legg Mason’s collaborative platform across nine specialized, global asset management affiliates ensures that experienced investment management teams are focused on delivering strategies that go beyond traditional investments. Pursue the outcomes you seek with Legg Mason ETFs: strategies for targeted outcomes.

 

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ETF Terms to Know

Learn more about exchange-traded funds (ETFs), how they trade and are priced.


IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision. Investors cannot invest directly in an index, and unmanaged index returns do not reflect any fees, expenses or sales charges.

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. 

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. 

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. 

If you are neither a resident nor a citizen of the United States or if you are a non-U.S. entity, the ETF's ordinary income dividends (which include distributions of net short-term capital gains) will generally be subject to a 30% U.S. federal withholding tax, unless a lower treaty rate applies. For further information, please see each fund’s prospectus.

Redemption payments will be effected within the specified number of calendar days following the date on which a request for redemption in proper form is made.  Please see each fund’s statement of additional information (SAI) for more information.  

FINANCIAL ADVISORS: Please note that not all products 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.

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.

Legg Mason, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Equity securities are subject to price fluctuation and possible loss of principal.

Income and dividends are not guaranteed, and a company may reduce or eliminate its dividend at any time.

Diversification does not guarantee a profit or protect against a loss.