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Legg Mason Opportunity Pr Dis A GBP

Ranked 6 out of 143 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 Funds investment objective is to achieve long-term capital appreciation. The Fund may invest in equity securities, debt securities, 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.

Performance

North America over : 31/10/2013 - 31/10/2014
  • Rank 6/143 Total Return
  • Rank 138/143 Standard Deviation
  • Rank 111/143 Max Drawdown
Fund Name Loss
109 JPM US Equity A Dis GBP

-4.4%

109 Neuberger Berman US Large Cap Growth GBP Inst Dis

Currency exposure is hedged

Currency exposure is hedged

-4.4%

111 Legg Mason Opportunity Pr Dis A GBP

-4.4%

112 BGF North American Equity Income D5GRF GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

-4.4%

113 Fidelity American

-4.6%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 12.7% 2.9% 1.3% 1.3% 6.8%
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 9.5% 8.3% 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 size45Mn
  • 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).