FTGF ClearBridge US Aggressive Growth Fund Class A USD Accumulating

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Performance History31/03/2024
Growth of 1,000 (GBP) Advanced Graph
FTGF ClearBridge US Aggressive Growth Fund Class A USD Accumulating
Fund13.36.4-18.718.74.9
+/-Cat-2.8-13.1-6.55.3-3.7
+/-B’mrk--19.9-9.00.2-6.0
 
Key Stats
NAV
25/04/2024
 USD 237.42
Day Change -0.66%
Morningstar Category™ US Flex-Cap Equity
ISIN IE00B19Z9Z06
Fund Size (Mil)
25/04/2024
 USD 190.77
Share Class Size (Mil)
25/04/2024
 USD 55.29
Max Initial Charge 5.00%
Ongoing Charge
21/02/2023
  1.75%
Morningstar Research
Analyst Report24/10/2023
Jack Shannon, Senior Analyst
Morningstar, Inc

Further clarity on the future direction of ClearBridge Aggressive Growth merits an upgrade of its cheaper share classes to a Morningstar Analyst Rating of Bronze, while its more expensive ones remain at Neutral. This fund underwent a massive...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent23
Process23
Performance
Price
Investment Objective: FTGF ClearBridge US Aggressive Growth Fund Class A USD 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 listed in Schedule III of the Base Prospectus 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)25/04/2024
YTD0.80
3 Years Annualised-1.77
5 Years Annualised4.05
10 Years Annualised7.54
12 Month Yield 0.00
Management
Manager Name
Start Date
Evan Bauman
20/04/2007
Aram Green
31/03/2021
Inception Date
20/04/2007
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 3000 Growth TR USDMorningstar US Market Ext NR 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  FTGF ClearBridge US Aggressive Growth Fund Class A USD Accumulating31/03/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.150.0099.15
Bond0.000.000.00
Property0.000.000.00
Cash6.925.930.99
Other0.000.14-0.14
Top 5 Regions%
United States97.18
United Kingdom1.42
Asia - Developed1.41
Canada0.00
Latin America0.00
Top 5 Sectors%
Technology43.89
Healthcare24.57
Communication Services9.30
Consumer Cyclical8.75
Industrials8.15
Top 5 HoldingsSector%
Vertex Pharmaceuticals IncHealthcareHealthcare7.48
Broadcom IncTechnologyTechnology7.27
CrowdStrike Holdings Inc Class ATechnologyTechnology6.69
Autodesk IncTechnologyTechnology6.32
UnitedHealth Group IncHealthcareHealthcare5.79
FTGF ClearBridge US Aggressive Growth Fund Class A USD 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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