FTGF Brandywine Global Opportunistic Equity Fund - LM Class NZD Accumulating
Fund
ISIN IE000J832HJ2 / Valor 14148569
NAV (2025-12-10)
NZD 116.55+0.61%
FTGF Brandywine Global Opportunistic Equity Fund - LM Class NZD Accumulating
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FTGF Brandywine Global Opportunistic Equity Fund (the “Fund”) investment objective is to seek to long-term investment growth, mainly through growth of capital. Investment Policy The Fund mainly invests in equities of companies in developed markets located anywhere in the world. To a lesser extent, the Fund may also invest in emerging markets (including China). This exposure may be direct or indirect via equity-related securities, collective investment schemes, or through derivatives. The companies in which the Fund will invest will have a minimum market capitalisation of USD $1 billion at the time of purchase. Derivatives and techniques The Fund may use derivatives for reducing risks (hedging) and costs, and to generate additional income or growth (in accordance with the risk profile of the Fund). Strategy The investment manager uses macroeconomic and Fundamental analysis to select a portfolio of companies that have solid balance sheets and strong free cash flow. SFDR category Article 6 (does not promote environmental and/or social characteristics or have a sustainable investment objective under EU regulations). Base currency US dollar (USD). Benchmark(s) MSCI All Country World (Net Dividends) Index. Used for performance comparison and outperformance target. The Fund is actively managed and may deviate materially from that of the benchmark(s). Buying and selling shares You may normally buy or sell shares on any day the New York Stock Exchange is open for business. Intended retail investor Investors who understand the risks of the Fund and plan to invest for at least 5 years. The Fund may appeal to investors who: are looking for long-term investment growth are interested in exposure to global equity markets as part of a diversified portfolio have a high risk profile and can tolerate significant short-term changes in the share price Product availability The Fund is available to all investors with at least basic investment knowledge, through a wide range of distribution channels, with or without the need for advice. Terms to Understand equities: Securities that represent partial ownership of a company. derivatives: Financial instruments whose value is linked to one or more rates, indexes, share prices or other values. emerging markets: Markets of less economically developed nations, such as some nations in Asia, Africa, Eastern Europe and Latin America. Share Class Currency: GBP Treatment of Income: Income and gains from the fund's investments are not paid but instead are reflected in the fund's share price.
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OTHER SHARE CLASSES OF THIS FUND
FTGF Brandywine Global Opportunistic Equity Fund - Premier Class GBP Accumulating
FTGF Brandywine Global Opportunistic Equity Fund - Premier Class GBP Accumulating
FTGF Brandywine Global Opportunistic Equity Fund - Premier Class GBP Accumulating
Valor: 14148656
Annual Return
-50%0%+50%
Risk level
110
0.56%GBP 113.87
FTGF Brandywine Global Opportunistic Equity Fund - Class A USD Accumulating
FTGF Brandywine Global Opportunistic Equity Fund - Class A USD Accumulating
FTGF Brandywine Global Opportunistic Equity Fund - Class A USD Accumulating
Valor: 14148569
Annual Return
-50%0%+50%
Risk level
110
1.20%USD 117.07
FTGF Brandywine Global Opportunistic Equity Fund - Class X USD Accumulating
FTGF Brandywine Global Opportunistic Equity Fund - Class X USD Accumulating
FTGF Brandywine Global Opportunistic Equity Fund - Class X USD Accumulating
Valor: 14148570
Annual Return
-50%0%+50%
Risk level
110
1.20%USD 117.61
FTGF Brandywine Global Opportunistic Equity Fund - Premier Class USD Accumulating
FTGF Brandywine Global Opportunistic Equity Fund - Premier Class USD Accumulating
FTGF Brandywine Global Opportunistic Equity Fund - Premier Class USD Accumulating
Valor: 14148656