Legg Mason Balanced Portfolios

Instant diversification potential

Choose from various blends of equity
and fixed income exposure — all in a single portfolio

A mix with staying power

Provides active monitoring and rebalancing
to help stay true to the original mix

Investor-driven options

Balanced allocations covering a range of investor appetites from conservative to aggressive


Legg Mason Balanced Portfolios

In response to interest rate uncertainty and stock market volatility, investors are going back to basics. Balanced portfolios offer a timeless solution, designed to target return potential while minimizing risk.

 

A Classic Balance of Power

With a Legg Mason balanced managed account, you can pursue growth while aiming to manage market downturn. We offer a suite of strategies designed for your investment objectives.

 

60% stocks / 40% bonds

  • Legg Mason Appreciation Balanced* - Emphasizes blue-chip growth and value stocks, while using bonds to manage volatility
  • Legg Mason Dividend Strategy Balanced* - Targets dividend income, dividend income growth and long-term capital appreciation, while utilizing bonds to manage volatility
  • Legg Mason All Cap Value Balanced - A core value portfolio that invests in stocks of varying capitalizations and high-quality bonds
  • Legg Mason All Cap Growth Balanced  - Targets large-, medium- and small-cap stocks with above-average long-term growth potential while using bonds to manage volatility
  • Legg Mason Large Cap Growth Balanced* - Favors large-caps with potential for solid earnings growth; managing volatility with high-quality bonds
  • Legg Mason Global Value Balanced - A globally focused total return portfolio, combined with the potential added stability of bonds
 

70% stocks / 30% bonds

  • Legg Mason Appreciation Balanced* - Emphasizes blue-chip growth and value stocks, while using bonds to manage volatility
  • Legg Mason Dividend Strategy Balanced* - Targets dividend income, dividend income growth and long-term capital appreciation, while utilizing bonds to manage volatility
  • Legg Mason Balanced Income* - Invests in high-quality, undervalued companies and select fixed income instruments
 

Tip the balance with an SMA leader

Legg Mason’s affiliate managers combine expertise in a wide range of investment disciplines with a singular focus on delivering powerful financial solutions.

Our history of innovation and investment expertise affirms our commitment to delivering a full suite of powerful investment solutions to help you meet your evolving financial goals. Talk to your financial advisor to learn more about Legg Mason’s suite of balanced separately managed accounts.


 

* Tax-favored strategies are available. The tax-favored portion will utilize the Western Asset Current Market Muni Portfolios, that seeks to provide total return over a market cycle, consisting of capital gain (taxable) and income that is exempt from regular U.S. income tax.

 

Separately Managed Accounts (SMAs) are investment services provided by Legg Mason Private Portfolio Group, LLC (LMPPG), a federally registered investment advisor. 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, LLC and Western Asset Management Company. Management is implemented by LMPPG, the designated sub-advisor or, in the case of certain programs, the program sponsor or its designee.

All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met. 

Investments may be made in small- and mid-cap companies, which involve a higher degree of risk and volatility than investments in large-cap companies. 

While most investments are in U.S. companies, investments may also be made in ADRs and other securities of non-U.S. companies in developed and emerging markets which involve risks in addition to those ordinarily associated with investing in domestic securities, including the potentially negative effects of currency fluctuation, political and economic developments, foreign taxation and differences in auditing and other financial standards. These  risks are magnified in emerging markets. 

Limited investments also may be made in non-dividend paying stocks that are not expected to pay a dividend in the near future. 

The managers may sometimes hold significant portions of portfolio assets in cash equivalents while waiting for buying opportunities. 

Fixed income securities are subject to interest rate and credit risk, which is a possibility that the issuer of a security will be unable to make interest payments and repay the principal on its debt. As interest rates rise, the price of fixed income securities falls. 

Fixed income securities are subject to illiquidity risk, which is the risk that securities may be difficult to sell at certain prices when no market participants are willing to purchase the securities at such prices. 

Tapering of the Federal Reserve Board's quantitative easing program and a general rise in interest rates may lead to increased portfolio volatility.

Diversification does not guarantee a profit or protect against loss.