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Legg Mason Capital Management Value Fund

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About The Fund

Investment Aim

Seeks to provide long-term capital appreciation principally through investing in large-capitalisation US companies that the investment manager believes to be undervalued in relation to their intrinsic value.

Performance Benchmark

S&P 500 Index

Invests primarily in large-cap US companies.
Highly experienced investment team.
Standard & Poor's fund management rating: AAA.

About the Investment Strategy

The Fund invests in US large-cap equities for long-term growth with a focus on companies that the investment team believes are incorrectly priced.
Flexibility to stray away from benchmark, industry, or stock weightings, ensuring a portfolio truly reflective of the investment team's views.
The investment team aims to hold between 30 and 50 stocks. This concentrated approach is key to the team's longer term success in US equities.
'High conviction' strategy - portfolio turnover is low as the investment team follows a 'buy and hold' strategy.

About the Investment Team

Legg Mason Capital Management is a specialist in the management of US large-cap equities. Based in Baltimore, Maryland, LMCM is well-known for its distinctive value investment process and long history of outperforming its benchmarks.

General Fund Literarture

Fact Sheet

Annual Report

Semi-Annual Report

Summary Prospectus


		Investors should read and understand the Fund's most current offering document, including details of risk factors relevant to the Fund 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.