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Legg Mason Opportunity A Dis A USD

Ranked 243 out of 244 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

Samantha McLemore

Baltimore-based Samantha McLemore is a portfolio manager at Legg Mason having joined the firm in 2002. She runs the Legg Mason Opportunity Fund, an unconstrained, mostly US equity portfolio using a value investment style. She is a series 7 registered CFA and graduated from the Washington & Lee University Lexington, Virginia where she studied Business and Accounting. Outside of fund management Samantha enjoys spending time with her young children and skiing.

Objective

The Fund seeks to achieve long-term capital appreciation by investing in equity securities, debtsecurities, derivatives and other financial instruments. The Sub-Investment Manager exercises a flexible strategy in the selection of investments, not limited by investment style or asset class. The issuers of common stocks and other securities in which the Fund invests may be located in any country throughout the world, including emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/03/2015 - 31/03/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -6.6%
2015 0.2% 10.8% -4.0% -8.7% 3.2%
2014 16.4% 2.7% 1.1% 0.9% 11.1%
2013 62.0% 29.1% 8.3% 4.4% 11.0%
2012 31.9% 22.7% -3.1% 1.9% 8.9%
2011 -33.1% -5.3% -6.4% -29.9% 7.5%
2010 20.5% 20.7% -15.7% 7.0% 10.7%
2009 25.6% 37.1% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Singapore
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date04/02/2009
  • Share Class size08Mn
  • Base currencyUSD
  • ISIN IE00B3FHN413

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).