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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

pdf Fact Sheet
pdf Annual Report
pdf Semi-Annual Report
pdf Summary Prospectus
 
 

  		•  The Fund may invest up to 100% of its NAV in mortgage related securities, including mortgage-backed securities (MBS) and asset-backed securities (ABS), which can involve material additional risks, e.g. counterparty default risk, and may expose the Fund to significant losses.
  		• Investors should read and understand the Fund's most current offering document, including details of risk factors relevant to the Fund and, in particular, the risk of investment in foreign securities (including investment in emerging markets), mortgage related securities and asset-backed securities, before making an investment in the Fund.
  		• An investment in the Fund may not be suitable for all investors. The investment decision is yours but you should not invest in the Fund unless the intermediary who sells it to you has advised you that it is suitable for you and has explained why, including how buying it would be consistent with your investment objectives.