Close Close

Login
By choosing a path, you are agreeing to our Terms & Conditions for this service.

Legg Mason Batterymarch Emerging Markets Equity Fund

Increase font size Decrease font size
Print  |  Adjust Font Size
 

About The Fund

Investment Aim

The Fund seeks to provide long-term capital appreciation by investing at least 70% of its Total Asset Value in equity securities of companies whose seat, registered office or principal activities are in emerging market countries. The Fund may invest in one or a few countries, either broadly or in particular geographic regions, and generally will be broadly diversified among industries.

Performance Benchmark

MSCI Emerging Markets Index (Net Dividends)
 
  • Invests in emerging market companies diversified across sectors and countries
  • Employs a rigorous investment process that combines fundamental analysis and quantitative techniques
  • Highly experienced investment team
 
 
 

About the Investment Strategy

  • Process combines the best of quantitative and fundamental approaches
  • Bottom-up stock selection drives alpha
  • Team approach with regional specialists responsible for quantitative analysis and fundamental research
  • Integrated risk control across stocks, sectors, countries

About the Investment Team

Batterymarch, founded in 1969, is a global investment manager with extensive experience in managing UK, European, Asian and emerging market equities.

General Fund Literarture

pdf Fact Sheet
pdf Annual Report
pdf Semi-Annual Report
pdf Summary Prospectus
 
 

  		•  Investors should read and understand the Fund’s most current offering document, including details of risk factors relevant to the Fund, in particular, the risk of investment in the securities of emerging markets issuers and derivatives, before making an investment in the Fund.
  		• An investment in the Fund may not be suitable for all investors and should not constitute a substantial proportion of an investment portfolio. 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.