Legg Mason ClearBridge US Equity Sustainability Leaders Fund Premier Class GBP Accumulating

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-YearAverageLow3 star
10-Year--Not Rated
OverallAverageLow3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Legg Mason ClearBridge US Equity Sustainability Leaders Fund Premier Class GBP Accumulating
  • Russell 1000 Growth TR USD
%
Volatility Measurements30/06/2021
 
3-Yr Std Dev14.83 %
3-Yr Mean Return23.07 %
 
3-Yr Sharpe Ratio1.38
 
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 Russell 1000 Growth TR USD  Morningstar US Market TR USD
3-Yr Beta0.820.88
3-Yr Alpha2.435.75
 
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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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