Legg Mason Euroland Equity Fund
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About the Fund
Investment Aim
The Fund seeks long-term capital appreciation through investing at least 75% of its Total Assets in equity securities of Euroland companies or companies that undertake a predominant portion of their activities in Euroland. The remaining 25% of the Fund’s Total Assets may be invested in any equity securities listed or traded on a Regulated Market*.
Performance Benchmark
MSCI EMU Index
- Invests in large- and mid-cap European companies based in the Eurozone.
- Employs a rigorous investment process that combines fundamental analysis and quantitative techniques.
- Highly experienced investment team.
About the Investment Strategy
- The Fund is mainly invested in large- and mid-cap companies based in countries that are members of the Eurozone.
- Opportunistic exposure may also be taken in countries that the investment manager believes are likely to join the Eurozone, and in non-euro denominated investments, where all currency exposure is hedged back to the euro.
- Using advanced quantitative techniques and fundamental analysis, the investment manager selects stocks with above average growth prospects and reasonable valuations.
About the Investment Team
Batterymarch is a global investment manager with over 25 years' experience in managing UK and European equities.
Footnote: *On the 12 March 2012, the Sub-Fund amended its Investment Objective and Policy, increasing its minimum exposure to Euroland equity securities to 75% from 70% and reducing its maximum exposure to other equities to 25% from 30%.
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 Managed Solutions Sicav which describe the full risk factors associated with this Fund.