LEGG MASON AFFILIATE-MANAGED FUNDS WIN 2017 LIPPER AWARDS


OUR AWARD-WINNING MUTUAL FUNDS

Strong Strategies To Help Reach Clients’ Goals

ClearBridge Large Cap Growth Fund

I (SBLYX)1

Best among 156 Large-Cap Growth Funds for the 5-year period ending 12/31/16.

This strategy targets high-quality companies across the growth spectrum with the potential to deliver attractive returns in varying market environments.

EnTrustPermal Alternative Core Fund

IS (LPTSX)2

Best among 17 Alternative Multi-Strategy Funds for the 5-year period ending 12/31/16.

This strategy takes a flexible, thematic approach to investing, blending alternative strategies and alternative managers in an investor-friendly mutual fund structure.

QS Global Dividend Fund

IS (LDIFX)3

Best among 37 Global Equity Income Funds for the 3-year period ending 12/31/16.

This strategy targets global equities with higher income and lower volatility in an effort to deliver both income and growth across multiple market environments.

QS International Dividend Fund

IS (LDIVX)4

Best among 11 International Equity Income Funds for the 3-year period ending 12/31/16.

This strategy targets international equities with higher income and lower volatility in an effort to deliver both income and growth across multiple market environments.

Western Asset Core Bond Fund

IS (WACSX)5

Best among 125 Core Bond Funds for the 3-year period ending 12/31/16.

This strategy seeks to maximize total return by providing balanced exposure to all US investment grade sectors focusing on long-term fundamental value investing.

News Release


Legg Mason Affiliate-Managed Funds Win 2017 Thomson Reuters Lipper Fund Awards

Legg Mason, Inc. (NYSE: LM) announced today that five affiliate-managed funds have received 2017 Thomson Reuters Lipper Fund Awards.


RISK-ADJUSTED PERFORMANCE MATTERS

Lipper Rankings Respected Industry-Wide

Lipper recognition is highly valued by financial professionals like you who have to make important investment decisions – and for good reason: The 2017 Lipper Fund Award winners are selected based on the highest risk-adjusted performance among funds within a given category. 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.


1 Class I shares (SBLYX): Best among 156 Large-Cap Growth Funds for the 5-year period ending 12/31/16 based on risk-adjusted performance.
2 Class IS shares (LPTSX): Best among 17 Alternative Multi-Strategy Funds for the 5-year period ending 12/31/16 based on risk-adjusted performance.
3 Class IS shares (LDIFX): Best among 37 Global Equity Income Funds for the 3-year period ending 12/31/16 based on risk-adjusted performance.
4 Class IS shares (LDIVX): Best among 11 International Equity Income Funds for the 3-year period ending 12/31/16 based on risk-adjusted performance.
5 Class IS shares (WACSX): Best among 125 Core Bond Funds for the 3-year period ending 12/31/16 based on risk-adjusted performance.

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.

From Thomson Reuters Lipper Awards, ©2017 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 2017 Lipper Fund Award winners are selected based on the highest risk-adjusted performance among funds within a given category. 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. Past performance is no guarantee of future results.