Legg Mason Western Asset Brazil Equity Fund

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About The Fund

Investment Aim

The Fund’s investment objective is to achieve long-term capital appreciation

Performance Benchmark

MSCI Brazil Total Return Net Dividend Index USD Note: Investors on the enhanced anti-dilution levy applied on subscription – On any net subscriptions for Shares, the Investment Manager in its discretion may deduct from such subscription amount a charge of up to 10% of the amount of the subscription. This charge is designed primarily to address the tax, currently at 6% of the purchase price, that is payable by the Fund on its purchases of Brazilian bonds. The tax rate is subject to change. It is the intention of the Investment Manager to reflect such changes in the anti-dilution levy charged. For further details regarding the levy please see the fund prospectus. Performance stated for this Fund does not take into account the deduction of the levy on subscriptions.
 
  • The Fund aims to achieve long-term capital appreciation
  • The Fund pursues a "Growth at a Reasonable Price" approach
  • Highly experienced investment team
 
 
 

About the Investment Strategy

  • Bottom-up, fundamental, research-driven approach
  • Objective: "Growth at a Reasonable Price"
  • Aim: to buy and hold stocks trading well below their intrinsic value, but which present an above-average growth outlook
  • Team decision process

About the Investment Team

Western Asset Brazil is focused on their local market. The equities team has an average of over 13 years' experience in the Brazilian equities market.

General Fund Literature

Annual Report
Semi-Annual Report
Extract Prospectus
 
 

  • The Fund may not be suitable for all investors and you may lose part or all of your investment. Investors will be exposed to currency, issuer, industry, market and general economic related risks.
  • The Fund's investment may concentrate in emerging markets and may result in greater volatility. Investing in emerging markets poses certain risks arising from economic and political factors, market liquidity and volatility, information standards and custodial risks.
  • The Fund may invest in one single country and fewer securities and may involve higher concentration risk than a diversified fund.
  • Investors should not invest based on this marketing material alone. Offering documents should be read for further details, including the risk factors. Before you decide to invest, you should make sure the intermediary has explained to you that the Fund is suitable for you.