Legg Mason ClearBridge US Fundamental Value Fund

Print Decrease font size
Adjust Font Size Increase font size Decrease font size    
 

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 Value TR Index
 
  • Invests principally in undervalued US companies.
  • Holds both growth and value stocks.
  • Highly experienced investment team.
  • Standard and Poor’s fund management rating: A.
 
 
 

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 Literature

Fact Sheet
Annual Report
Semi-Annual Report
Extract Prospectus
 
 

  		•  Investors should read and understand the Fund’s most current offering document, including details of risk factors relevant to the Fund, in particular, the risk of investment in the securities of emerging markets issuers, mortgage backed securities, asset backed securities and derivatives, 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.