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

Performance History30/04/2020
Growth of 1,000 (GBP) Advanced Graph
Legg Mason ClearBridge US Aggressive Growth Fund Class A US$ Accumulating
Fund23.83.4-3.819.1-9.2
+/-Cat1.5-12.5-6.1-8.1-11.0
+/-B’mrk-3.9-15.5-8.4-12.0-12.7
 
Key Stats
NAV
22/05/2020
 USD 192.99
Day Change 0.41%
Morningstar Category™ US Large-Cap Growth Equity
ISIN IE00B19Z9Z06
Fund Size (Mil)
26/05/2020
 USD 826.11
Share Class Size (Mil)
26/05/2020
 USD 101.36
Max Initial Charge 5.00%
Ongoing Charge
28/04/2020
  1.74%
Morningstar Research
Analyst Report

Legg Mason CB US Aggressive Growth continues to benefit from seasoned managers and a differentiated process, which both earn Above Average ratings. However, under our new ratings framework, which places a greater focus on fees and...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAbove Average
ProcessAbove Average
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 per cent of its Total Asset Value in common stocks of US Companies that the Sub-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)22/05/2020
YTD-2.32
3 Years Annualised4.63
5 Years Annualised6.26
10 Years Annualised11.67
12 Month Yield 0.00
Management
Manager Name
Start Date
Evan Bauman
20/04/2007
Richard Freeman
20/04/2007
Inception Date
20/04/2007
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 3000 Growth TR USDRussell 1000 Growth 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$ Accumulating30/04/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.130.00100.13
Bond0.000.000.00
Property0.000.000.00
Cash9.749.580.17
Other0.000.30-0.30
Top 5 Regions%
United States92.87
Asia - Developed4.96
Eurozone1.31
Canada0.86
Latin America0.00
Top 5 Sectors%
Communication Services32.77
Healthcare31.35
Technology30.71
Energy2.25
Industrials1.64
Top 5 HoldingsSector%
Comcast Corp Class ACommunication ServicesCommunication Services8.24
Biogen IncHealthcareHealthcare7.83
Vertex Pharmaceuticals IncHealthcareHealthcare6.48
Seagate Technology PLCTechnologyTechnology4.97
UnitedHealth Group IncHealthcareHealthcare4.62
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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