Legg Mason Batterymarch European Equity Fund

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About the Fund

Investment Aim

The Fund seeks to provide long-term capital appreciation by investing at least two-thirds of its Total Asset Value in equity securities of companies that are domiciled in or are conducting a predominant portion of their economic activities in Europe, including up to 10% in European emerging markets.

Performance Benchmark

MSCI Europe Net Dividends Index
 
  • Invests in large- and mid-cap European 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 a portfolio of holdings with above average growth prospects and reasonable stock valuations.
  • The Fund is predominantly invested in large- and mid-cap stocks across the European region.
  • Country selection includes continental Europe and the UK, with opportunistic exposure to the emerging European markets.

About the Investment Team

Batterymarch is a global investment manager with over 25 years' experience in managing UK and European equities, with an on-the-ground presence in London covering the UK and European stock markets.

 
 
Risk Factors: Fluctuations in exchange rates can affect the value of the Fund and the income from it. The Fund may invest in emerging markets that may be less liquid and may have less reliable custody arrangements than mature markets and may involve a higher degree or risk. The Fund may select fewer equities in which to invest and this concentration carries more risk than funds investing in a larger number of companies. Please refer to the Simplified Prospectus and Prospectus documentation for Legg Mason Global Funds plc, which describe the full risk factors associated with this Fund.