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Legg Mason Pan-Europe Equity Fund

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About The Fund

Investment Aim

The Fund seeks long-term capital growth through investments in European companies, primarily domiciled in a broad range of OECD European countries, including both the Continent and the UK, and drawn from a wide group of industries. The Fund may also purchase shares in companies domiciled in European emerging markets.

Performance Benchmark

MSCI Europe
 
  • Invests in large- and mid-cap European and UK companies.
  • Employs a rigorous investment process that combines fundamental analysis and quantitative techniques.
  • Highly experienced investment team.
 
 
 

About the Investment Strategy

  • The Fund mainly invests in large- and mid-cap companies from a broad range of industries based in the UK and Continental Europe.
  • Opportunistic exposure may also be taken in European emerging markets.
  • Using advanced quantitative techniques combined with fundamental analysis, the investment manager selects companies with above average growth prospects and reasonable valuations.

About the Investment Team

Batterymarch is a global investment manager with over 25 years' experience in managing UK and European equities.

 
 

  • 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.