Legg Mason Congruix Japan Equity Fund

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About The Fund

Investment Aim

Seeks to achieve long-term capital growth by investing at least 70% of its Total Assets in equity securities of Japanese companies that are considered by the Investment Manager to have favourable growth prospects. The Investment Manager will invest in equity securities of Japanese companies in a range of industries with no market capitalisation limitations.

Performance Benchmark

MSCI Japan Index (Net Dividends)

Invests in established Japanese companies across a range of industries.
Uses 'thematic' sector research.
Highly experienced investment team.

About the Investment Strategy

The Fund will invest at least 70% of its Total Assets in Japanese equities.
Based on 'thematic' sector research, the investment manager's stock analysis falls into three areas: structural; special situations; and cyclicals.
The manager's 'high conviction' ideas drive the Fund's bottom-up, stock selection strategy.

About the Investment Team

Congruix Investment Management specialises in Asia Pacific equities, including Japan. Their investment leaders have over two decades of individual experience investing in this region. Congruix Investment Management offers a range of strategies with varying risk profiles, including pan-regional and single country strategies across the Asia Pacific Markets.

General Fund Literature

Fact Sheet
Annual Report
Semi-Annual Report
Extract Prospectus

Risk Factors: Fluctuations in exchange rates can affect the value of the Fund and the income from it. 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 Simplified Prospectus and Prospectus documentation for Legg Mason Global Funds plc, which describe the full risk factors associated with this Fund.