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Legg Mason ClearBridge US 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 US 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 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.
Standard & Poor's fund management rating: A.

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

Fact Sheet

Annual Report

Semi-Annual Report

Summary 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.