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Legg Mason Accufund
The Fund seeks to provide a low volatility, single balanced investment across a wide range of assets including cash and cash equivalents, bonds and other fixed income investments and equity securities of Canadian and international companies. It seeks to achieve long-term growth through interest and dividend income and capital gains, with an emphasis on maintaining a modest level of risk to protect the value of the original investment. It will manage risk by diversifying among asset classes, geographical regions, industry sectors and individual issuers.
| Balanced | Legg Mason Canada Inc. | Legg Mason Global Asset Allocation, LLC | LMC104 |
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Legg Mason Batterymarch Canadian Core Equity Fund
The Fund seeks to achieve long term growth through capital gains and dividend income by investing primarily in equity securities of large and mid capitalization companies based in Canada.
| Equity | Legg Mason Canada Inc. | Batterymarch Financial Management, Inc. | LMC108 |
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Legg Mason Batterymarch Canadian Small Cap Fund
The Fund seeks to achieve long term growth by investing primarily in common shares of small to mid-cap issuers based in Canada. The Fund may also invest in small to mid-size non-Canadian companies. Growth is from capital gains, not dividend income.
| Equity | Legg Mason Canada Inc. | Batterymarch Financial Management, Inc. | LMC110 |
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Legg Mason Batterymarch North American Equity Fund
The Fund seeks to achieve long-term growth by investing primarily in equity securities of companies based in Canada and the United States. It seeks to focus on companies that are likely to offer superior total returns. Total returns are made up of capital gains and dividend income. It allocates assets among different industry sectors based on analysis of business cycles, industry sectors and long-term market outlook.
| Equity | Legg Mason Canada Inc. | Batterymarch Financial Management, Inc. | LMC107 |
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Legg Mason Batterymarch U.S. Equity Fund
The Fund seeks to provide long-term capital growth by investing primarily in equity securities of large and medium-sized companies based in the United States that are likely to offer superior total returns in the form of capital appreciation and dividend income.
| Equity | Legg Mason Canada Inc. | Batterymarch Financial Management, Inc. | LMC111 |
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Legg Mason Brandywine Fundamental Value U.S. Equity Fund
The Fund seeks to provide unitholders with long-term capital growth by adhering to a traditional value style investment philosophy by investing primarily in equity securities of public companies based primarily in the United States.
| Equity | Legg Mason Canada Inc. | Brandywine Global Investment Management, LLC | LMC125 |
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Legg Mason Brandywine Global Fixed Income Fund
The Fund seeks to provide a high level of interest income and the potential for capital gains by investing primarily in a portfolio of fixed income securities of issuers located or incorporated outside of Canada, including government, agency, supranational and corporate fixed income securities, preferred stocks and mortgage and asset-backed securities.
| Fixed Income | Legg Mason Canada Inc. | Brandywine Global Investment Management, LLC | LMC225 |
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Legg Mason Capital Management U.S. Value Fund
The Fund seeks to invest primarily in equity securities of companies based in the United States that the portfolio advisor views as undervalued and that offer potential for above average total returns in the form of capital gains over a longer term. A portion of the Fund may invest in large foreign companies traded on non U.S. exchanges.
| Equity | Legg Mason Canada Inc. | Legg Mason Capital Management, Inc. | LMC124 |
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Legg Mason Diversifund
This Fund seeks to provide an average volatility, single balanced investment across a wide range of assets - including bonds and other fixed income investments, and equity securities of Canadian and international companies. It seeks to achieve long-term growth with an emphasis on growth through capital gains. It will manage risk by diversifying among asset classes, geographical regions, industry sectors and individual issuers.
| Balanced | Legg Mason Canada Inc. | Legg Mason Global Asset Allocation, LLC | LMC106 |
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Legg Mason GC Global Equity Fund
The Fund seeks to achieve long-term capital appreciation by investing primarily in equity securities of companies from anywhere in the world.
| Equity | Legg Mason Canada Inc. | Global Currents Investment Management, LLC | LMC226 |