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 Net Dividends Index
- 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.
Risk Factors: Fluctuations in exchange rates can affect the value of the Fund and the income from it. The Fund may invest in emerging markets that may be less liquid and may have less reliable custody arrangements than mature markets and may involve a higher degree of risk. 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. Please refer to the offering document for Legg Mason Global Funds plc, which describe the full risk factors associated with this Fund.