Introducing the Legg Mason Global Growth and Income Portfolio

As an online investment marketplace, our mission at Interactive Advisors is to provide a comprehensive array of portfolio choices at the lowest possible cost to help investors meet their financial goals.

That’s why we are delighted to introduce the Legg Mason Global Growth and Income Portfolio to our lineup of investment products.

This is a diversified equity portfolio that uses a combination of Legg Mason Exchange Traded Funds (“ETFs”) in order to meet its objectives of balancing growth, income, and portfolio risk.

Balanced Exposure

The portfolio seeks to provide a balanced exposure across growth, value, infrastructure, international and emerging market equities and fixed income securities.

The result is a diversified portfolio that seeks income that is higher than its benchmark, while pursuing growth at a reasonable risk level.

Here are some of the noteworthy features of the Legg Mason Global Growth and Income Portfolio:

• It provides a diversified allocation to active Legg Mason strategies with the ability to select securities with both high income levels and quality fundamentals.

• It provides dedicated exposure to ETFs investing in companies that apply environmental, social and governance (ESG) principles while promoting the investment objective of the underlying strategy to seek growth and income.

• This portfolio only selects investment strategies managed by firms who are current signatories to the UN Principles for Responsible Investment.

Value Proposition

With all of our portfolios, we think we offer an attractive value proposition to the discerning investor.

Here’s why:

Low Fees: Our management fee of 0.10%, or 10 basis points for this portfolio, is among one of the lowest in the industry for an ETF-based portfolio.

Please note that commissions for trades in this portfolio charged by our affiliated broker-dealer Interactive Brokers LLC are separate and in addition to our management fee.

Transparency: You can check out positions and trades online at your convenience.

Easy: You can buy and sell your investments in this portfolio online or by phone.

Rebalance: The portfolio is rebalanced every month.  

Want to learn more? Check out this link for descriptions of all of our diversified portfolios and reasons to invest with us.

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