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Legg Mason Batterymarch U.S. Equity Fund - Institutional Series
Fact Sheet
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Performance
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Portfolio Holdings
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Top 10 Holdings
Investment Objectives
This fund’s fundamental investment objective is to provide long term capital growth by investing primarily in common shares of large and medium-sized companies based in the United States that are likely to offer superior total returns in the form of capital appreciation and dividend income.
Fund Facts
| Type of Fund |
U.S equity fund |
| Benchmark |
S&P 500 Total Return Index (C$) |
| Eligibility |
Eligible for RRSPs, RRIFs, RESPs, RDSPs and DPSPs |
| Portfolio Advisor |
Legg Mason Canada Inc., the manager and portfolio adviser of the Fund, has appointed Batterymarch Financial Management, Inc. as portfolio sub-adviser to manage the Fund's portfolio. |
| Trust Created |
Institutional Series units – December 17, 1992 |
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