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

Performance History31/10/2019
Growth of 1,000 (GBP) Advanced Graph
Legg Mason ClearBridge US Aggressive Growth Fund Class A US$ Accumulating
Fund0.323.83.4-3.813.3
+/-Cat-8.41.5-12.5-6.1-8.5
+/-B’mrk-11.5-3.9-15.5-8.4-11.4
 
Key Stats
NAV
12/11/2019
 USD 204.38
Day Change 0.26%
Morningstar Category™ US Large-Cap Growth Equity
ISIN IE00B19Z9Z06
Fund Size (Mil)
12/11/2019
 USD 1114.29
Share Class Size (Mil)
12/11/2019
 USD 135.68
Max Initial Charge 5.00%
Ongoing Charge
22/03/2019
  1.73%
Morningstar Research
Analyst Report

ClearBridge Aggressive Growth can look out of step at times, but its differentiated process and long-tenured leadership give it an edge. The strategy earns a Morningstar Analyst Rating of Silver. This strategy benefits from a management team with...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformanceNeutral
PriceNegative
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)12/11/2019
YTD17.01
3 Years Annualised6.59
5 Years Annualised8.08
10 Years Annualised13.68
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$ Accumulating30/09/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.840.0099.84
Bond0.000.000.00
Property0.000.000.00
Cash6.916.370.54
Other0.000.38-0.38
Top 5 Regions%
United States92.74
Asia - Developed5.06
Canada2.02
United Kingdom0.19
Latin America0.00
Top 5 Sectors%
Technology32.72
Healthcare28.73
Consumer Cyclical16.68
Communication Services12.57
Energy5.14
Top 5 HoldingsSector%
Biogen IncHealthcareHealthcare7.97
Comcast Corp Class ACommunication ServicesCommunication Services7.44
Seagate Technology PLCTechnologyTechnology5.05
UnitedHealth Group IncHealthcareHealthcare4.81
Broadcom IncTechnologyTechnology4.43
Legg Mason ClearBridge US Aggressive Growth Fund Class A US$ Accumulating
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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