Legg Mason ClearBridge US Large Cap Growth Fund Class X GBP Accumulating

Performance History31/07/2020
Growth of 1,000 (GBP) Advanced Graph
Legg Mason ClearBridge US Large Cap Growth Fund Class X GBP Accumulating
Fund28.013.75.126.216.2
+/-Cat5.8-2.32.8-1.10.5
+/-B’mrk0.3-5.30.5-5.0-3.2
 
Key Stats
NAV
13/08/2020
 GBP 233.21
Day Change -0.15%
Morningstar Category™ US Large-Cap Growth Equity
IA (formerly IMA) Sector North America
ISIN IE00B241D368
Fund Size (Mil)
13/08/2020
 EUR 1830.32
Share Class Size (Mil)
13/08/2020
 GBP 16.28
Max Initial Charge -
Ongoing Charge
28/04/2020
  1.06%
Investment Objective: Legg Mason ClearBridge US Large Cap Growth Fund Class X GBP Accumulating
The Fund seeks to generate long-term growth of capital by investing at least 70% of its Total Asset Value in equity securities of a concentrated group of U.S. companies with large market capitalisations. The core holdings of the Fund will be companies that are dominant in their respective industries, global in scope and that have a long-term history of performance.
Returns
Trailing Returns (GBP)13/08/2020
YTD20.09
3 Years Annualised19.59
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Peter Bourbeau
20/04/2007
Margaret Vitrano
09/10/2012
Inception Date
04/12/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 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 Large Cap Growth Fund Class X GBP Accumulating30/06/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.520.0099.52
Bond0.000.000.00
Property0.000.000.00
Cash7.226.330.89
Other0.000.40-0.40
Top 5 Regions%
United States96.45
Asia - Emerging1.85
Eurozone0.86
Europe - ex Euro0.83
Canada0.00
Top 5 Sectors%
Technology33.39
Consumer Cyclical18.11
Healthcare14.92
Communication Services12.15
Industrials8.18
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical9.28
Microsoft CorpTechnologyTechnology5.75
Facebook Inc ACommunication ServicesCommunication Services5.59
Apple IncTechnologyTechnology4.80
Visa Inc Class AFinancial ServicesFinancial Services4.29
Legg Mason ClearBridge US Large Cap Growth Fund Class X GBP Accumulating

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