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Legg Mason Opportunity Pr Dis A GBP

Ranked 1 out of 154 in - North America over 12 months
All calculations are in GBP

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.

Performance

North America over : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 11.1% -3.7%
2014 17.6% 2.9% 1.3% 1.3% 11.4%
2013 64.0% 29.6% 8.4% 5.0% 11.2%
2012 31.1% 22.6% -2.7% 0.8% 9.1%
2011 -32.0% -5.7% -6.2% -29.1% 8.3%
2010 22.9% 21.2% -15.5% 8.1% 11.0%
2009 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. United Kingdom

Fund Info

  • Launch date25/08/2009
  • Share Class size55Mn
  • Base currencyGBP
  • ISIN IE00B3FHNG30

Purchase Info

  • Min. initial investment15Mn
  • Min. additional investment0

Charges

  • Annual management0.7%
  • Initial investment0

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