Legg Mason Capital Management Opportunity Fund

Print Decrease font size
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 in equity securities, debt securities, derivatives and other financial instruments. The Sub-Investment Manager exercises a flexible strategy in the selection of investments, not limited by investment style or asset class. The issuers of common stocks and other securities in which the Fund invests may be located in any country throughout the world, including emerging market countries.

Performance Benchmark

Standard and Poors 500 Index
 
  • Targets long-term capital appreciation
  • Unrestrained investment style
  • Highly experienced investment team
 
 
 

About the Investment Strategy

  • Invests with a flexible strategy unrestrained by investment style, type of security, industry sector, location, size, or market capitalisation.
  • May pursue shorting strategies via the use of derivatives

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
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. This Fund may select fewer equities in which to invest and this concentration carries more risk than funds investing in a larger number of companies. The use of derivatives involves special risks and costs and may result in losses to the Fund. Other risks arise from the potential inability to terminate or sell derivatives positions. A liquid secondary market may not always exist for the Fund’s derivatives positions at any time. 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.