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Batterymarch Pacific Equity Fund

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About The Fund

Investment Aim

Seeks to provide long-term capital appreciation by investing primarily in equity securities of companies based in, or conducting significant amounts of business in, one or more of the emerging Asian countries.

Performance Benchmark

MSCI AC Asia ex Japan Gross Dividends Index
 
  • Invests primarily in emerging Asian countries using a combination of fundamental analysis and quantitative techniques.
  • Highly experienced investment team.
  • Standard & Poor's fund management rating: AA.
 
 
 

About the Investment Strategy

  • The emerging Asian countries in which the Fund invests include China, Hong Kong, Indonesia, Malaysia, the Philippines, Singapore, South Korea, Taiwan and Thailand.
  • The portfolio aims to have 80-120 holdings with no bias towards value or growth.
  • Emphasis on bottom-up stock selection, with a secondary focus on country allocation.
  • Focus on high quality dominant companies with above average growth prospects and reasonable stock valuations.

About the Investment Team

Batterymarch is a global investment manager with over 25 years' experience in managing UK and European equities, with an on-the-ground presence in London covering the UK and European stock markets.

 
 
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 or risk.. The Fund may select fewer equities in which to invest and this concentration carries more risk than funds investing in a larger number of companies Please refer to the offering document for Legg Mason Global Funds plc, which describe the full risk factors associated with this Fund.