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Legg Mason US Growth and Value Fund

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About The Fund

Investment Aim

The Fund seeks long-term capital growth via investments in US companies across a range of industries. The investment manager generally invests in securities of large, well-known companies but may also invest a portion of its assets in small- to medium-sized companies seeking capital appreciation through both undervalued and growth securities.

Performance Benchmark

S&P 500 Index

Invests in both growth and undervalued US companies.
Mainly large-cap, but also invests in small- and mid-cap stocks.
Highly experienced investment team.

About the Investment Strategy

The Fund mainly invests in shares of large, well-known companies but may also invest a portion of its assets in small- and medium-sized companies.
Seeks capital appreciation through both undervalued and growth stocks.
The manager's analysis includes coverage of companies' balance sheets, income statements and cash flows, and uses fundamental inputs to model future results.

About the Investment Team

ClearBridge Advisors' 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.

General Fund Literarture

Fact Sheet

Annual Report

Semi-Annual Report

Summary Prospectus

Risk Factors: Fluctuations in exchange rates can affect the value of the Fund and the income from it. The Fund may acquire shares in companies with relatively small market capitalisations and may involve a higher degree of risk. Please refer to the offering document for Legg Mason Global Funds FCP (Luxembourg), which describe the full risk factors associated with this Fund.