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Legg Mason Accufund - Institutional Series
Fact Sheet
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Performance
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Portfolio Holdings
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Top 10 Holdings
Investment Objectives
This fund’s fundamental investment objectives are 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.
Fund Facts
| Type of Fund |
Balanced fund |
| Benchmark |
25% DEX Universe Bond Index
20% S&P/TSX Composite Index
5% MSCI World Index (C$)
25% DEX Short Bond Index
25% DEX 91-Day T-Bill Index |
| Eligibility |
Eligible for RRSPs, RRIFs, RESPs, RDSPs and DPSPs |
| Portfolio Advisor |
Legg Mason Canada Inc. |
| Trust Created |
Institutional Series Units – June 30, 1990 |
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