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Legg Mason Batterymarch 130/30 Global Equity Fund
About The Fund
Investment Aim
The Fund seeks to provide long-term capital appreciation by investing at least two-thirds of its Total Asset Value directly or indirectly through the use of financial derivative instruments, in equity securities. The Fund will generally hold, directly or indirectly through the use of financial derivative instruments, long positions equal in value to approximately 130% of its Net Asset Value (NAV) and short positions equal in value to approximately 30% of its NAV.
Performance Benchmark
MCSI World Index (Net Dividends)
- The Fund will hold long positions equal to approximately 130% of its Net Asset Value and short positions equal to approximately 30% of its Net Asset Value
- Global investment focus in order to provide access to a broad spectrum of investment opportunities
- Quantitative modelling process designed to take into account a range of market conditions
About the Investment Strategy
- Global remit provides access to the broadest spectrum of securities
- Focus on diversification and country/sector/currency allocation within portfolio construction
- Quantitative process that separately models the long and the short sides of the portfolio
About the Investment Team
Batterymarch, founded in 1969, is a global investment manager that has been managing non-US equities since 1978. The firm has extensive experience in managing global, UK, European, Asian and emerging market equities.
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IMPORTANT INFORMATION |
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INVESTMENT INVOLVES RISKS. Past performance is not indicative of future results. |
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The Fund may invest up to 100% of its NAV in equity securities through the use of derivatives, which can involve material additional risks, e.g. counterparty default risk, and may expose the Fund to significant losses. |
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Investors should read and understand the Fund’s most current offering document, including details of risk factors relevant to the Fund and, in particular, the risk of investment in the securities of emerging markets issuers and derivatives, before making an investment in the Fund. |
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An investment in the Fund may not be suitable for all investors. The investment decision is yours but you should not invest in the Fund unless the intermediary who sells it to you has advised you that it is suitable for you and has explained why, including how buying it would be consistent with your investment objectives.
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The Fund may hold short positions on securities exclusively through derivatives; and the risks inherent in the investment strategy of this Fund are not typically encountered in traditional "long only" funds. Derivatives, in general, involve special risks and costs and may result in losses to the Fund. The prices of derivatives may move in unexpected ways, especially in abnormal market conditions. Some derivatives are "leveraged" and therefore may magnify or otherwise increase investment losses to the Fund creating, conceptually, the risk of unlimited loss.
This document is for information only and nothing contained herein constitutes investment advice. All charts, data, opinions, estimates and other information are provided as of the date of this document and may be subject to change without notice. Investment returns are denominated in the Fund’s base currency. Where the Fund’s base currency is not US/HK Dollars, US/HK Dollar-based investors are exposed to exchange rate fluctuations. This document does not constitute an offer or solicitation to buy or sell any units or shares in any fund and the distribution of this document in jurisdictions other than Hong Kong may be restricted. Any person coming into possession of this document should seek advice for details of, and observe, such restrictions (if any). This document has not been reviewed by the Hong Kong Securities and Futures Commission.
Issuer of this document: Legg Mason Asset Management Hong Kong Limited.