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Legg Mason GC Global Equity Fund

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About The Fund

Investment Aim

To provide long-term capital appreciation by investing in global equity securities with market capitalisations greater than US$100 million.

Performance Benchmark

MSCI World Index (Net Dividends)
 
  • Invests primarily in quality companies that are undervalued.
  • Highly experienced investment team.
  • Standard & Poor's fund management rating: A.
 
 
 

About the Investment Strategy

  • Based on a value orientated approach, the Fund invests globally in quality companies that are trading at low prices relative to their intrinsic value.The investment manager takes an opportunistic exposure through emerging market equities.
  • Bottom-up stock selection is the key driver behind portfolio construction and benchmark hugging is avoided.
  • All-cap approach, investing in companies with a market value greater than US$100 million.
  • Disciplined fundamental analysis employed to identify stocks for investment, with the focus on long-term value.
  • The Fund takes a focused approach and aims to hold between 50 and 100 holdings.

About the Investment Team

The global and international equity team at Global Currents Investment Management has a long history of investing in global equity markets. The key members have an average of 20 years' experience gained through many market cycles.

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, mortgage backed securities, asset backed securities and derivatives, before making an investment in the Fund.
  		• 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.