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Legg Mason Japan Equity Fund*

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About The Fund

Investment Aim

The Fund seeks long-term capital growth through investments in established companies in a range of industries, domiciled in Japan and listed on a recognised Japanese regulated market.

Performance Benchmark

MSCI Japan Index
 
  • Invests in larger Japanese companies.
  • Uses 'thematic' sector research.
  • Highly experienced investment team.
 
 
 

About the Investment Strategy

  • The Fund aims to invests in between 40 and 60 established Japanese companies across a range of industries.
  • 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 Literarture

pdf Fact Sheet
pdf Annual Report
pdf Semi-Annual Report
pdf Summary Prospectus
 
 

  		•  The Fund may invest in a single country which may give rise to increased risk over more diversified funds.
  		• The Fund may invest up to 100% of its NAV in mortgage related securities, including mortgage-backed securities (MBS) and asset-backed securities (ABS), which can involve material additional risks, e.g. counterparty default risk, and may expose the Fund to significant losses.
  		• Investors should read and understand the Fund’s most current offering document, including details of risk factors relevant to the Fund and, in particular, the risk of investment in foreign securities (including investment in emerging markets), mortgage related securities and asset-backed securities, 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.
    *Congruix Investment Management ("Congruix") is the non-discretionary advisor of the Legg Mason Japan Equity Fund (the "Fund"). The Fund is managed by Legg Mason Asset Management Hong Kong Limited.
    **Congruix Investment Management (a registered business of Legg Mason Asset Management Singapore Pte. Limited).