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ClearBridge U.S. Appreciation Fund

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About The Fund

Investment Aim

The Fund seeks to generate long-term capital appreciation by investing at least 70% of its Total Asset Value in equity securities of medium and large, but may also invest in small, capitalisation U.S. companies. The Sub-Investment Manager will look for growth and value stocks, mainly of blue-chip companies dominant in their industries.

Performance Benchmark

S&P 500 Net Dividends Index
 
  • Seeks to achieve long-term capital appreciation by investing principally in large- and mid-cap US companies.
  • Invests in both growth and value stocks.
  • Highly experienced investment team.
 
 
 

About the Investment Strategy

  • Invests mainly in large and medium sized companies that are dominant in their industries.
  • The Fund is not restricted to either the growth or value segment of the US market. Instead, it invests in strong, undervalued companies that it believes offer the best potential for appreciation or "growth at a reasonable price".
  • Relying on in-depth research, the Fund seeks to build an optimal mix of growth and value stocks.
  • The Fund's philosophy is to seek out quality companies, stay diversified and maintain a long-term perspective.

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 describes the full risk factors associated with this Fund.