LEGG MASON AFFILIATE-MANAGED FUNDS WIN 2019 LIPPER AWARDS

 

TWO PRESTIGIOUS LIPPER AWARDS – THE POWER OF DIVERSE EXPERTISE


Funds managed by QS Investors and Western Asset have been named winners of the 2019 Lipper Fund Awards from Refinitiv – an affirmation of investment excellence, recognizing mutual funds that have demonstrated consistent, strong risk-adjusted returns versus their peers.


Our Award-Winning Mutual Funds

Strong Strategies to Help Reach Clients’ Goals
 


Best among 83 Global Multi-Cap Core Funds for the 5-year
period ending 11/30/18.


This strategy seeks long-term capital growth by investing anywhere in the world, both U.S. and non-U.S., and in any capitalization range, with a focus on large-cap stocks


Best among 367 Core Bond Funds for the 5-year
period ending 11/30/18.


This strategy seeks to maximize total return from a high-quality,
U.S. dollar-denominated core fixed income portfolio.
 


 

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 2019 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.

 

News Release



Legg Mason, Inc. (NYSE: LM) announces that two affiliate-managed funds have received 2019 Lipper Fund Awards from Refinitiv. 


From Lipper Fund Awards from Refinitiv, ©2019 Refinitiv. All rights reserved. Used under license.

 

 

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.