Legg Mason ClearBridge US Aggressive Growth Fund Class A US$ Accumulating

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
Legg Mason ClearBridge US Aggressive Growth Fund Class A US$ Accumulating
Fund3.4-3.819.113.310.7
+/-Cat-5.2-0.4-3.3-2.8-6.7
+/-B’mrk-7.2-4.4-6.8-3.8-8.9
 
Key Stats
NAV
24/09/2021
 USD 270.98
Day Change 0.36%
Morningstar Category™ US Flex-Cap Equity
ISIN IE00B19Z9Z06
Fund Size (Mil)
24/09/2021
 USD 671.46
Share Class Size (Mil)
24/09/2021
 USD 102.90
Max Initial Charge 5.00%
Ongoing Charge
09/03/2021
  1.75%
Morningstar Research
Analyst Report

The looming retirement of Legg Mason ClearBridge US Aggressive Growth’s longtime manager creates uncertainty, downgrading its Morningstar Analyst Rating to Neutral from Bronze to Neutral.Richie Freeman, who has managed this strategy since its...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAverage
ProcessAverage
Performance
Price
Investment Objective: Legg Mason ClearBridge US Aggressive Growth Fund Class A US$ Accumulating
The Fund’s investment objective is to generate long-term capital appreciation. The Fund invests at least 70% of its Net Asset Value in common stocks of US Companies which are listed or traded on Regulated Markets in the United States and that the Investment Manager believes are experiencing, or have potential to experience, growth of earnings and/or cash flow that exceed the average earnings and/or cash flow growth rate of companies having securities included in the Standard & Poor’s Daily Price Index of 500 Common Stocks (the “S&P 500 Index”).
Returns
Trailing Returns (GBP)24/09/2021
YTD7.89
3 Years Annualised7.31
5 Years Annualised9.05
10 Years Annualised13.44
12 Month Yield 0.00
Management
Manager Name
Start Date
Evan Bauman
20/04/2007
Richard Freeman
20/04/2007
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Inception Date
20/04/2007
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 3000 Growth TR USDRussell 3000 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNo
OtherNot Specific
Portfolio Profile for  Legg Mason ClearBridge US Aggressive Growth Fund Class A US$ Accumulating31/08/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.860.0099.86
Bond0.000.000.00
Property0.000.000.00
Cash3.012.690.33
Other0.000.19-0.19
Top 5 Regions%
United States93.57
Asia - Developed4.14
Canada1.28
Eurozone1.01
Latin America0.00
Top 5 Sectors%
Technology36.24
Communication Services34.14
Healthcare25.36
Industrials2.85
Energy1.01
Top 5 HoldingsSector%
Comcast Corp Class ACommunication ServicesCommunication Services8.05
Biogen IncHealthcareHealthcare5.82
Twitter IncCommunication ServicesCommunication Services5.61
TE Connectivity LtdTechnologyTechnology5.47
UnitedHealth Group IncHealthcareHealthcare5.04
Legg Mason ClearBridge US Aggressive Growth Fund Class A US$ Accumulating

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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