Legg Mason LMHK China Fund

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About the Fund

Investment Aim

The Fund seeks to achieve long-term capital appreciation by investing at least 70 per cent of its Total Asset Value in equity and equity-related securities of China and Hong Kong Companies. The Sub-Investment Manager will invest in a range of industries across China and Hong Kong and without any limits on the market capitalisation of companies.

Performance Benchmark

MSCI China Net Dividends Index
 
  • Invests in Chinese and Hong Kong companies
  • Active, non-style biased, bottom-up fundamental research investment strategy
  • Highly experienced investment team
 
 
 

About the Investment Strategy

  • An active, non-style biased, bottom up fundamental research investment strategy
  • Rates stocks with a balanced approach combining near-term catalysts and long-term valuation anchor
  • Uses Dividend Discount Model as the valuation anchor and a framework for common language and values

About the Investment Team

A dedicated Hong Kong and China equities investment manager, Legg Mason Hong Kong brings together a cohesive investment team with diverse talents and perspectives bound together by a series of common institutional beliefs and values. Legg Mason Hong Kong is solely committed to the generation and delivery of alpha to clients from within the asset class.

General Fund Literature

Fact Sheet
Annual Report
Semi-Annual Report
Full Prospectus
Simplified Prospectus
Prospectus Supplement
 
 
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.