Legg Mason - Go Global
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Pin-Point Global
Opportunities

Throughout our history we have purposefully developed a broad range of global
investment solutions across equity, fixed income and multi-asset classes. Our truly
active approach is designed to help us search the globe to pin-point the very best
opportunities. These proven investment capabilities are intrinsically linked to
our unique structure that centres on the specialist expertise of our nine independent
asset management companies.

Why invest globally with Legg Mason?

As a global leader in equities, fixed income and multi-asset classes, our expertise is unrivalled. Investors can benefit from our active approach to help them achieve their goals by pin-pointing opportunities wherever they may be found.

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Global expertise and experience across
9 investment managers.

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Locations

Legg Mason and its investment managers
operate out of 39 locations, spread across 6 continents.

Assets under management of A$1 trillion*
shows we have the scale and resources to
pin-point global opportunities.

Money Management/Lonsec ‘Fund Manager
of the Year’ winner in 2015, 2017, 2018.^

2019 <ESG

Provider of Environmental, Social and
Governance strategies since 1987.

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active

All Legg Mason's global solutions
are actively managed.

Discover more about Legg Mason's global expertise

Why Go Global?

Whilst it's great to support our local economy, the reality is that Australia is a minnow when it comes to investing. The vast majority of global investment opportunities lie overseas where companies are bigger, sectors are broader and many economies are experiencing rapid growth and development. The benefits of global investing are clear and on offer to those that choose to take up the opportunity.

Reasons to look beyond Australia

Attractive opportunities

Australia comprises only 2% of global share markets and 1.6% of global bond markets**, so the vast majority of attractive investment opportunities lie overseas.

Active opportunities
  • United States
  • South America
  • Europe
  • Africa
  • Russia
  • India
  • China
  • Asia

**As measured by Australia's weight in the MSCI World Index and the Bloomberg Barclays Global Aggregate Index respectively, Feb 2019.

Enhance portfolio diversification

Investing globally can help diversify an investor's portfolio by adding exposure and providing access to companies and sectors not well represented in Australian markets.

Enhance portfolio diversification
  • United States
  • South America
  • Europe
  • Africa
  • Asia
Access to innovative sectors

Sectors like Information Technology are very small in Australia, so the only way to get exposure to leading companies within this innovative and rapidly growing sector is by investing offshore.

Access to innovative sectors
  • United States
    • Facebook
    • Amazon
    • Google
    • Apple
  • India
    • Tata Consultancy Services (TCS)
    • Yes Bank
  • Asia
    • Alibaba
    • Tencent
    • Samsung Electronics
    • Taiwan Semiconductor
More diverse fixed income markets

Exposure to global fixed income can provide investors with both income and capital growth and enable investment in high yield and emerging markets where the income generated may exceed that available in the domestic market.

More diverse fixed income markets
  • Mexico
  • Argentina
  • Brazil
  • Egypt
  • Poland
  • South Africa
  • Turkey
  • India
  • Indonesia
  • China
Fastest growing economies

The world's fastest growing economies are the emerging markets, such as China, India and Africa, where investment opportunities abound thanks to companies taking advantage of rapid development, urbanisation and increasing living standards.

Fastest growing economies
  • South America
  • Africa
  • India
  • Asia
  • China

Australia comprises only 2% of global share markets and 1.6% of global bond markets**, so the vast majority
of attractive investment opportunities lie overseas.

Investing globally can help diversify an investor's portfolio by adding exposure and providing access
to companies and sectors not well represented in Australian markets.

Sectors like Information Technology are very small in Australia, so the only way to get exposure to leading
companies within this innovative and rapidly growing sector is by investing offshore.

Exposure to global fixed income can provide investors with both income and capital growth and enable
investment in high yield and emerging markets where the income generated may exceed that
available in the domestic market.

The world's fastest growing economies are the emerging markets, such as China, India and Africa, where 
investment opportunities abound thanks to companies taking advantage of rapid development, 
urbanisation and increasing living standards.

United States
South America
Europe
Africa
Russia
India
China
Asia
United States
South America
Europe
Africa
Asia
United States

Companies like:

  • Facebook
  • Amazon
  • Google
  • Apple
India

Companies like:

  • Tata Consultancy Services (TCS)
  • Yes Bank
Asia

Companies like:

  • Alibaba
  • Tencent
  • Samsung Electronics
  • Taiwan Semiconductor
Mexico
Argentina
Brazil
Egypt
Poland
South Africa
Turkey
India
Indonesia
China
South America
Africa
India
Asia
China

**As measured by Australia's weight in the MSCI World Index and the Bloomberg Barclays Global Aggregate Index respectively, Feb 2019.

Discover more about investing globally

Global Equities

Actively searching
to deliver
world class returns

All around the world, innovative companies are creating competitive advantage through technology, differentiated approaches to market or the quality of their management processes. This creates huge opportunities for sharp-eyed, active investors.

Legg Mason Martin Currie Emerging Markets Fund

The Fund aims to provide long-term capital growth by actively investing in emerging market shares. Through fundamental research we build a high conviction, stock focused portfolio that seeks to exploit market inefficiencies and maximise risk-adjusted returns for investors.


Key benefits for investors

  • A high conviction portfolio of the best emerging market companies identified by the fundamental bottom up research process
  • Focuses on companies where the investment team believes long-term growth prospects are not yet reflected in their stock prices
  • Flexible portfolio construction as investments are not restricted by market capitalisation, country or sector limits

Martin Currie Discover more

Legg Mason Martin Currie Long-Term Unconstrained Fund

The Fund is a high conviction global equity portfolio that aims to deliver capital appreciation over the long-term.


Key benefits for investors

  • Invests in a concentrated global portfolio of stocks across developed and emerging markets
  • Focuses on companies' cash flow and assets, which are believed to be better long-term indicators of corporate sustainability
  • A low turn-over, unconstrained global equity portfolio in which investments are not restricted by country or sector limits

Martin Currie Discover more

Legg Mason QS Investors Global Equity Fund

The Fund invests in global equity markets through a systematic investment process that utilises fundamental insights and quantitative tools. This approach identifies attractive stocks that also have a sentiment catalyst to build a diversified portfolio that is spread across multiple uncorrelated drivers of return.


Key benefits for investors

  • Provides core, active global equity exposure with a solid long-term track record
  • An attractive alternative to passive investment that blends well with more concentrated, factor biased investment strategies
  • The QS investment team unites the intellectual and academic precision of science, engineering, mathematics and investment expertise with the power of data and technology

QS Investors Discover more

Global Fixed Income

Find your way in a
world of Fixed
Income opportunity

Taking a global approach to fixed income can help investors diversify their portfolios, especially when there's the potential for higher volatility. Our award-winning fund managers offer a range of solutions covering a broad array of fixed income opportunities.

Legg Mason Brandywine Global Opportunistic Fixed Income Fund

The Fund searches the globe for attractive real yield opportunities. Combining bond and currency strategies, it aims to deliver a truly global opportunity set for fixed income investors.


Key benefits for investors

  • Unconstrained, high conviction global fixed income strategy with a ‘go anywhere’ opportunistic style
  • Targets investment in markets offering the highest real yields
  • Employs active currency management to protect capital and enhance returns

Brandywine Global Discover more

Legg Mason Western Asset Global Bond Fund

The Fund provides access to an actively managed and broadly diversified portfolio of global fixed income securities.


Key benefits for investors

  • An actively managed global bond fund that aims to add value through country and currency allocation, sector rotation, duration and yield curve management, as well as issue selection
  • Opportunistic allocations to high yield credit and emerging market debt securities
  • Risk controlled through broad diversification across markets and sectors, duration management and active hedging of currency exposure

Western Asset Discover more

Legg Mason Brandywine Global Income Optimiser Fund

The Fund seeks to generate a high and consistent level of income in all market conditions through the economic cycle and aims to preserve capital.


Key benefits for investors

  • Aims to provide an attractive and stable income by investing across diverse sources of income in global fixed income markets
  • Seeks the best global income opportunities, with a strong focus on protecting capital
  • Seeks to limit downside risk by rotating across different sectors of the fixed income market and through tactical hedging of credit and interest rate risk

Brandywine Global Discover more

Legg Mason Western Asset Macro Opportunities Bond Fund

The Fund seeks to maximise total return through capital appreciation and income by investing in a combination of global investment grade, high yielding debt securities and other financial instruments.


Key benefits for investors

  • A total-return focused, unconstrained fixed income fund
  • Provides concentrated and opportunistic exposures to the key themes identified by the investment team
  • Designed to have relatively low correlation with equity and traditional fixed income

Western Asset Discover more

Global Insights

Emerging markets

Five Reasons why Emerging Markets lead the Tech Revolution

Rather than catching up, emerging markets are now taking the lead in many different areas of technology. With plenty of untapped growth left, and the highest-quality firms widening their competitive moats, this area may present some of the most attractive long-term investment opportunities.

Martin Currie Read more

Unconstrained Fixed Income

Why Global Bonds?

Global bonds are a unique opportunity class that can produce superior returns and provide diverse sources of alpha for a purely domestic bond portfolio. We believe an allocation to global bonds provides domestic portfolios with complementary sources of return by investing in multiple country yield curves, as well as prudent currency management.

Brandywine Global Read more

Unconstrained Fixed Income

Alternative Assets – The Case for Unconstrained Fixed Income

The main reason why investors choose to hold alternative assets in their portfolios is that the returns tend to be uncorrelated with those generated by more traditional stock and bond investments. So, alternatives can provide broader diversification, which can help reduce the risk profile of a portfolio and potentially also enhance returns.

Western Asset Read more

Global Equities

The Perils of Passive: A timely (but friendly) reminder

The popularity of passive investing is on the rise but is it all its touted to be? In recent years, investors globally have turned to passive investment strategies to gain core global equity exposure and the size of the shift is significant. At the end of 2017, passive investments represented 20% of total global assets under management (AUM), almost doubling the 11% share they had in 2008.

QS Investors Read more

Fixed Income

From Fixed to Flex

For much of the past 30 years, global fixed income investors have enjoyed an unbroken run of positive absolute returns. Global fixed income has not only done its job of providing protection and diversification, but it has also formed the basis of strong overall portfolio performance, particularly on a risk-adjusted basis. It has been a truly golden period in which a relatively static strategy has proven to be highly rewarding. But this strong trend towards lower yields is definitely aging.

Legg Mason Read more

Unconstrained Fixed Income

Give Your Global Bonds More Currency

Many investors assume that investing in global bonds is just about buying bonds, but that’s not the complete picture. When you invest in global bond markets you also get foreign currency exposure and currency can actually be a major driver of global bond fund returns. You can neutralise your currency exposure through hedging if you like, but currency positions offer the potential to add significant additional value to your portfolio if managed well.

Brandywine Global Read more

Contact Us

1800 679 541
auclientadmin@leggmason.com

Melbourne

Sydney

Legg Mason Asset Management Australia Ltd (ABN 76 004 835 849 AFSL 240827) is part of the Global Legg Mason Inc. group. Before making an investment decision you should read the Product Disclosure Statement (PDS) for the relevant Fund carefully and you need to consider, with or without the assistance of a financial advisor, whether such an investment is appropriate in light of your particular investment needs, objectives and financial circumstances. The PDS is available and can be obtained by contacting Legg Mason Australia on 1800 679 541. The information provided on this page has not been prepared to take into account the investment objectives, financial objectives or particular needs of any particular person. Neither Legg Mason Australia, nor any of its related parties guarantees any performance or the return of capital invested. Past performance is not necessarily indicative of future performance. Investments are subject to risks, including, but not limited to, possible delays in payments and loss of income or capital invested. These opinions are subject to change without notice and do not constitute investment advice or recommendation.

*As at 31 December 2018 ^© 2018 FE Money Management. All rights reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management and Lonsec (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management or Lonsec (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management and Lonsec shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management and Lonsec does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

Important Note: You should read the information contained in the “Terms & Conditions” and “Privacy Policy” pages in this website before proceeding.
Legg Mason Asset Management Australia Limited, ABN 76 004 835 849, AFSL No. 240827 (“Legg Mason Australia”).

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