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ClearBridge U.S. Fundamental Value Fund

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About The Fund

Investment Aim

The Fund seeks long-term capital growth through investments primarily in companies domiciled in the US that the investment manager believes are undervalued but have good longer term business prospects. The Fund generally invests in securities of large, well-known companies but may also invest a significant portion of its assets in small- to medium-sized companies.

Performance Benchmark

Russell 3000 Index.
 
  • Invests principally in undervalued US companies.
  • Holds both growth and value stocks.
  • Highly experienced investment team.
 
 
 

About the Investment Strategy

  • Large capitalisation companies in the portfolio are complemented by small- and mid-cap issues.
  • Portfolio holdings will include "classic" value stocks as well as "growth" issues that have fallen from favour and are available at levels that the manager believes are consistent with value investing.
  • While the manager selects investments primarily for their capital appreciation potential, consideration is also given to a company's dividend record and the potential for an improved dividend return.
  • The manager considers both the business fundamentals of prospective companies as well as the outlook for their particular industry and overall trends.

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
 
 
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 plc, which describe the full risk factors associated with this Fund