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Legg Mason Batterymarch North American 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 objectives are to:
| Achieve long term growth by investing primarily in equity securities of companies based in Canada and the United States |
| Focus on companies that are likely to offer superior total returns. Total returns are made up of capital gains and dividend income |
| Allocate assets among different industry sectors based on analysis of business cycles, industry sectors and long term market outlook |
Fund Facts
| Type of Fund |
North American equity fund |
| Benchmark |
50% S&P/TSX Composite Index
50% 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 – March 30, 1962 |
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