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Legg Mason Diversifund - 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 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.
Fund Facts
| Type of Fund |
Balanced fund |
| Benchmark |
45% DEX Universe Bond Index
25% S&P/TSX Composite Index
12.5% S&P 500 Total Return Index (C$)
12.5% MSCI EAFE Index (C$)
5% DEX 91-Day T-Bill |
| Eligibility |
Eligible for RRSPs, RRIFs, RESPs, RDSPs and DPSPs |
| Portfolio Advisor |
Legg Mason Canada Inc. |
| Trust Created |
Institutional Series units – September 16, 1974 |
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