Legg Mason Esemplia Emerging Markets Select Equity Fund

Adjust Font Size Increase font size Decrease font size    
 

About the Fund

Investment Aim

The Fund seeks to achieve long-term capital appreciation, by investing at least 70% of its Total Asset Value in equity securities whose principal activities are in Emerging Market Countries. The Sub-Investment Manager expects that the Fund will typically hold between 50 to 70 securities in its portfolio at any one time, though the Fund may hold fewer than 50 securities and more than 70 securities if deemed in the best interests of the Fund by the Sub-Investment Manager.

Performance Benchmark

MSCI Emerging Markets Index
 
  • Designed for clients seeking to deepen their exposure to the emerging markets equity asset class
  • Highly active, concentrated approach to ensure the highest conviction, ‘best ideas’ are captured across the emerging markets equity asset class
  • Deep level of experience and a solid track record established from nearly 20 years of investing in these markets
 
 
 

About the Investment Strategy

  • Broadly diversified across countries, sectors and market capitalisation thereby allowing ‘best ideas’ across the investable universe to be represented
  • Fundamental process and approach which combines country level and stock specific insights resulting in a portfolio best positioned to produce excess returns from the asset class
  • Systematic, disciplined, repeatable and transparent process providing the ideal framework for rigorous risk awareness and control

About the Investment Team

Esemplia's culture is one built upon in-depth experience in these markets for almost two decades. It is one founded upon discipline, respect, transparency and accountability. Esemplia's people are best described as being as diverse as the markets in which they invest with representation of some 16 nationalities and 14 languages with a number of individuals having lived and worked in two or more emerging markets. This eclectic mix provides a unique blend of experience and perspective which we believe is particularly conducive to managing monies in emerging 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. 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.