• INVESTMENT INVOLVES RISKS. The value of the Fund can be volatile and investors may not get back the amount originally invested. Past performance is not indicative of future results.
  • Investors will be exposed to equity market, US markets, concentration, custody and settlement, currency and debt securities risks.
  • In light of the investment style of the Fund, the Fund may face the risk of mis-estimation by the Investment Manager in its fundamental analysis regarding the companies in which the Fund invests. The performance of the Fund may not closely correlate to specific market indices over time and may include extended periods of underperformance as compared to the broader market.
  • Investors should not invest based on this marketing material alone. Offering documents should be read for further details, including the risk factors.

 


Legg Mason ClearBridge Value Fund

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About The Fund

Investment Aim

The Fund is a sub-fund of Legg Mason Global Funds plc, an open-ended umbrella investment company constituted in Ireland. The Fund seeks to achieve long-term capital appreciation principally through investing in securities of U.S. issuers that the Investment Manager believes to be undervalued in relation to their intrinsic value.

Performance Benchmark

S&P 500 Index
 
  • Invests primarily in large-cap US companies.
  • Highly experienced investment team.
 
 
 

About the Investment Strategy

  • The Fund invests in US large-cap equities for long-term growth with a focus on companies that the investment team believes are incorrectly priced.
  • Flexibility to stray away from benchmark, industry, or stock weightings, ensuring a portfolio truly reflective of the investment team's views.
  • 'High conviction' strategy - portfolio turnover is low as the investment team follows a 'buy and hold' strategy.

About the Investment Team

ClearBridge Investments' expertise lies in US equities with experience across a wide range of market capitalisations and disciplines. ClearBridge's seasoned portfolio managers pursue distinct investment styles but share a focus on primary research-driven fundamental investing.