• INVESTMENT INVOLVES RISKS. The value of the Fund can be volatile and investors may not get back the amount originally invested. Past performance is not indicative of future results.
  • Investors will be exposed to equity market, US markets, concentration, custody and settlement, currency and debt securities risks.
  • The Fund may use certain types of financial derivative instruments, which may involve a higher degree of risk including but not limited to counterparty, volatility, liquidity, leverage and valuation risks, and the Fund may suffer a substantial loss.
  • Investors should not invest based on this marketing material alone. Offering documents should be read for further details, including the risk factors.

 


Legg Mason ClearBridge US Appreciation Fund

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About The Fund

Investment Aim

The Fund is a sub-fund of Legg Mason Global Funds plc, an open-ended umbrella investment company constituted in Ireland. The Fund seeks to generate long-term capital appreciation by investing at least 70% of its Net 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 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 Investments' 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.