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Legg Mason Global Equity Fund

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About The Fund

Investment Aim

The Fund seeks long-term capital growth through investments primarily in companies domiciled in a range of markets, developed and emerging, diversified across a range of industries. However, the Fund will invest primarily in companies domiciled and listed in developed markets such as the OECD countries.

Performance Benchmark

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

About the Investment Strategy

  • The Fund invests in global equity markets, focusing on large- and mid-cap companies with above average growth prospects and reasonable stock valuations.
  • Primarily invests in developed markets, with opportunistic exposure to emerging markets.
  • Using advanced quantitative techniques and fundamental analysis, the investment manager follows a bottom-up stock selection process designed to add value in both up and down markets.

About the Investment Team

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

General Fund Literarture

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

  		•  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.