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Legg Mason Capital Management Value Fund

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About the Fund

Investment Aim

The Fund seeks to achieve long-term capital appreciation principally through investing in securities of US issuers that the Investment Manager believes to be undervalued in relation to their intrinsic value.

Performance Benchmark

S&P 500 Net Dividends Index

Invests primarily in large-cap US companies.
Highly experienced investment team.
Standard & Poor's fund management rating: A.

About the Investment Strategy

The Fund invests in US large-cap equities for long-term growth with a focus on companies that the investment team believes are incorrectly priced.
Flexibility to stray away from benchmark, industry, or stock weightings, ensuring a portfolio truly reflective of the investment team's views.
The investment team aims to hold between 30 and 50 stocks. This concentrated approach is key to the team's longer term success in US equities.
'High conviction' strategy - portfolio turnover is low as the investment team follows a 'buy and hold' strategy.

About the Investment Team

Legg Mason Capital Management is a specialist in the management of US large-cap equities. Based in Baltimore, Maryland, LMCM is well-known for its distinctive value investment process and long history of outperforming its benchmarks.

General Fund Literature

Fact Sheet
Commentary
Annual Report
Semi-Annual Report
Full Prospectus
Simplified Prospectus
Prospectus Supplement
Initial Application Form
Subsequent Subscription Form
Redemption Form

Risk Factors: Fluctuations in exchange rates can affect the value of the Fund and the income from it. 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