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Legg Mason Opportunity Pr Dis A GBP

Ranked 8 out of 146 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 : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.9% 1.3% 1.3%
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. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Macau
  11. Netherlands
  12. Norway
  13. Singapore
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date25/08/2009
  • Share Class size48Mn
  • 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).