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

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighAverage5 star
10-Year--Not Rated
OverallHighAverage5 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 TR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev15.20 %
3-Yr Mean Return15.76 %
 
3-Yr Sharpe Ratio0.95
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Russell 1000 TR USD  Morningstar US Market TR USD
3-Yr Beta0.920.92
3-Yr Alpha2.032.41
 
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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)