Legg Mason Capital Management Opportunity Fund

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About The Fund

Investment Aim

The Fund seeks to achieve long-term capital appreciation by investing in equity securities, debt securities, derivatives and other financial instruments. The Sub-Investment Manager exercises a flexible strategy in the selection of investments, not limited by investment style or asset class. The issuers of common stocks and other securities in which the Fund invests may be located in any country throughout the world, including emerging market countries.

Performance Benchmark

Standard and Poor's 500 Index
 
  • Targets long-term capital appreciation
  • Unrestrained investment style
  • Highly experienced investment team
 
 
 

About the Investment Strategy

  • Invests with a flexible strategy unrestrained by investment style, type of security, industry sector, location, size, or market capitalisation.
  • May pursue shorting strategies via the use of derivatives

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 Literature

Fact Sheet
Extract Prospectus
Annual Report
Semi-Annual Report
 
 
  		•  INVESTMENT INVOLVES RISKS. Past performance is not indicative of future results.
  		• The Fund may invest in certain types of derivatives, which in general involve special risks and costs and, if leveraged, may magnify or otherwise increase investment losses to the Fund. In particular, the Fund may enter into options traded over-the-counter (or OTC options), which allows the Fund great flexibility to tailor the option to its needs. However OTC options generally involve greater risk than exchange-traded options. The Fund may also engage in currency hedging for the purpose of attempting to enhance the Fund’s return, which may not always be successful and may eliminate any chance for the Fund to benefit from favourable fluctuations in relevant foreign currencies. If the use of derivatives is extensive, this may increase the volatility of the Fund’s performance.
  		• Investors should read and understand the Fund’s most current offering document, including details of risk factors relevant to the Fund and the “Types and Description of FDI” section, 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.