Franklin Templeton announces senior distribution team appointments for Asia Pacific

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Franklin Templeton is pleased to announce the appointment of Vivek Kudva as the new Head of Asia Pacific (APAC), including India, reporting to the newly announced Head of Global Advisory Services, Adam Spector. In his new role, Kudva will be responsible for leading the firm’s retail and institutional distribution across the region and continue to

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Zenith upgrades the Legg Mason Martin Currie Equity Income Fund rating to ‘Highly Recommended’

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In its most recent sector review, Zenith Investment Partners (Zenith) has upgraded the Legg Mason Martin Currie Equity Income Fund rating to ‘Highly Recommended’. Launched June 2011, the Legg Mason Martin Currie Equity Income Fund has since been at the forefront of retirement income solutions in Australia. The objective of the strategy is to provide a sustainable

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Looking to solve the low yield conundrum: Legg Mason Brandywine Global Income Optimiser Fund marks three-year track record in Australia

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Australia has entered a record low interest rate environment and may remain so for a prolonged period. Thus, investors, and their advisers, face a problem; how to generate sufficient income in a low interest rate world without taking on undue risk? Andy Sowerby, Managing Director, Legg Mason Australia says: “In today’s challenging, low interest rate environment, searching

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Legg Mason’s Global Fixed Income Fund cuts fees

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Legg Mason has reduced the Management Cost for the Legg Mason Brandywine Global Income Optimiser Fund, by 10 basis points to 0.65% per annum, effective immediately. The Legg Mason Brandywine Global Income Optimiser Fund is managed by Brandywine Global, a highly rated and awarded specialist in global fixed income with proven expertise over multiple investment cycles.

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Zenith initiates coverage of the Legg Mason Martin Currie Global Long-Term Unconstrained Fund with a ‘Recommended’ rating

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The Legg Mason Martin Currie Global Long-Term Unconstrained Fund has received a ‘Recommended’ rating from Zenith Investment Partners. Launched in December 2015, the Fund is managed by the wholly owned Legg Mason affiliate Martin Currie and offers investors a concentrated, fundamental, quality growth styled international equities exposure. Zenith believes “The Fund is an attractive offering

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Legg Mason appoints Andy Sowerby to Head of Asia Pacific (ex-Japan), while continuing to lead Legg Mason Australia & New Zealand

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Legg Mason announced yesterday that it has appointed Andy Sowerby as Head of Asia Pacific (ex-Japan), in a new, expanded role that seeks to continue to strengthen the firm’s presence across the region.  The appointment is effective 1 October 2019. Mr. Sowerby will continue his position as Country Head and Managing Director for Legg Mason

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Zenith adds Legg Mason Western Asset Australian Bond Fund to Elite Blends Portfolios

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The Legg Mason Western Asset Australian Bond Fund, with more than A$1 billion in funds under management, has been added to the Zenith Investment Partners’ Elite Blend portfolios. David Wright, Managing Partner and joint founder of Zenith Investment Partners said: “We are pleased to include this Fund in our managed portfolios, the Elite Blends portfolios,

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Leading Legg Mason Fixed Income Funds added to Colonial First State FirstWrap Platform

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Two market-leading Legg Mason Fixed Income Funds, the Legg Mason Brandywine Global Opportunistic Fixed Income Fund and the Legg Mason Western Asset Australian Bond Fund are now available to financial advisers via the Colonial First State FirstWrap platform. The Legg Mason Brandywine Global Opportunistic Fixed Income Fund currently manages over A$635 million for Australian investors and offers

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Legg Mason Western Asset Australian Bond Fund crosses one billion dollars in funds under management

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The Legg Mason Western Asset Australian Bond Fund has passed A$1 billion in funds under management, cementing its position as one of the leading Active Australian bond funds in the market. This actively managed Fund is designed to outperform the Bloomberg AusBond Composite 0+ Year Index and is ranked top quartile in its peer group* over 3,

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Legg Mason ethical funds approved by RIAA

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Responsible Investment Association Australasia (RIAA) has approved two Legg Mason investment  funds – the Legg Mason Martin Currie Ethical Income Fund and the Legg Mason Martin Currie Ethical Values with Income Fund – as Certified Responsible Investments. RIAA is the peak industry body representing responsible, ethical and impact investors across Australia and New Zealand. Its Responsible Investment Certification

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