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Legg Mason ClearBridge US Aggressive Growth Fund

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About The Fund

Investment Aim

The Fund seeks long-term capital growth through investments in US companies that the investment manager believes are experiencing, or expects to experience, growth in earnings that exceed the average rate of earnings growth of companies that comprise the S&P500 Index. The Fund invests in companies across a range of industries.

Performance Benchmark

Russell 3000 Growth Index.
 
  • Invests principally in US companies with current or expected rapid earnings growth.
  • A high proportion of the Fund's assets are invested in small- and mid-cap companies.
  • Highly experienced investment team.
 
 
 

About the Investment Strategy

  • The Fund may invest a significant portion of its assets in small- and medium-sized companies, which often stand to benefit from new products or services, technological developments, or changes in management.
  • The Fund may also invest in shares of large well-known companies that offer prospects of long-term earnings growth.
  • Based on a long-term investment perspective, the Fund's 'buy-and-hold' strategy is designed to allow stocks in the portfolio to flourish and grow over time.
  • The focus is on companies with strong fundamentals, skilled and committed management teams and a clear market advantage.

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.

 
 

  • 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 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.