FTGF ClearBridge US Equity Sustainability Leaders Fund S GBP Accumulating (Hedged)Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 29.4 | 23.5 | -23.2 | 15.5 | 8.9 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 23/04/2024 | GBP 152.09 | |
Day Change | 1.10% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | IE00BKRWP811 | |
Fund Size (Mil) 23/04/2024 | USD 1290.67 | |
Share Class Size (Mil) 23/04/2024 | GBP 41.55 | |
Max Initial Charge | - | |
Ongoing Charge 16/05/2022 | 0.49% |
Investment Objective: FTGF ClearBridge US Equity Sustainability Leaders Fund S GBP Accumulating (Hedged) |
The Fund’s investment objective is to provide long term capital appreciation. The Fund invests at all times at least 85% of its Net Asset Value in US equity securities (including common stock and preferred shares) that are listed or traded on Regulated Markets in the United States and that are issued by companies that meet the Investment Manager’s financial criteria and its criteria for sustainability and environmental, social and governance (“ESG”) policies (“Sustainability Leaders”). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mary McQuillen 30/09/2015 | ||
Derek Deutsch 30/09/2015 | ||
Inception Date 19/11/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 3000 TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FTGF ClearBridge US Equity Sustainability Leaders Fund S GBP Accumulating (Hedged) | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 8.47 |
Apple Inc | Technology | 4.77 |
JPMorgan Chase & Co | Financial Services | 3.92 |
Eaton Corp PLC | Industrials | 3.54 |
Alphabet Inc Class A | Communication Services | 3.32 |
Increase Decrease New since last portfolio | ||
FTGF ClearBridge US Equity Sustainability Leaders Fund S GBP Accumulating (Hedged) |