Legg Mason has been identifying investment opportunities and delivering successful portfolio solutions for over a century.  Driven by their mission of Investing to Improve LivesTM, they continually seek to enhance the quality of life of their clients and the communities in which they operate.

Today they manage over US$ 803.5 billion (as at 31 Dec 2019) globally across a full range of equities, fixed income, alternatives and multi-asset strategies.  Listed on the New York Stock Exchange, Legg Mason are headquartered in Baltimore USA and employ approximately 3000 employees in 39 offices around the world.

Legg Mason is a highly differentiated business, owning nine dedicated asset management companies, each of which is a specialist in their respective field.  These investment affiliates include world renowned businesses such as Brandywine Global, Clarion Partners, Martin Currie, QS Investors and Western Asset.  Their affiliates are all active managers that focus on delivering superior investment returns.

Their business model purposefully enables their affiliates to focus on delivering investment excellence whilst Legg Mason, the parent company, provides the administration, distribution, regulatory, operational and client service capabilities required to meet their clients’ objectives in today’s fast paced world.

More than ever before, investors need innovative and thoughtful solutions to navigate today’s complex global markets.   Legg Mason strives to help clients expand beyond traditional strategies, meaningfully diversify their portfolios, mitigate risk and generate attractive investment returns to help them reach their goals.

Legg Mason has an established footprint in New Zealand recently launching a Portfolio Investment Entity (PIE) structure for the Legg Mason Brandywine Global Opportunistic Fixed Income Fund.  The PIE fund wrapper is a distinctive solution that allows retail investors and their advisers to invest in the successful strategy.

Legg Mason Brandywine Global Opportunistic Fixed Income Fund searches the globe for attractive real yield opportunities.  The Fund is an alpha seeking, high conviction strategy with a ‘go anywhere’, opportunistic style with strict risk limits in place to avoid over-exposure to any one region or issuer.  Combining bond and currency strategies, the Fund aims to deliver a truly global opportunity set for New Zealand fixed income investors.

How to invest

  • InvestNow enables investors to invest directly into funds online.  Investors using InvestNow simply pay the fees of the funds, reflecting InvestNow does not charge transaction or administration fees.
  • Contact your Authorised Financial Adviser (AFA).
  • Contact Colin Taylor, Director of Sales, Legg Mason. CTaylor@leggmason.com
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