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Legg Mason Clearbridge Value A Dis A USD

Ranked 42 out of 187 in - North America over 12 months
All calculations are in EUR

Managed by

Sam Peters

Objective

The Fund seeks to achieve long-term capital appreciation principally through investing in securities of U.S. issuers that the Investment Manager believes to be undervalued in relation to their intrinsic value.

Performance

North America over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 15.5% 3.5% 3.8% 7.6%
2013 29.8% 14.0% 1.9% 3.6% 7.9%
2012 11.9% 11.0% -2.4% 4.2% -0.8%
2011 -2.3% -2.7% -4.3% -7.9% 13.9%
2010 14.1% 11.9% -7.3% 0.5% 9.4%
2009 32.6% -8.9% 21.9% 14.1% 4.7%
2008 -54.6% -26.3% -10.5% -0.2% -31.1%
2007 -16.5% -2.7% 4.7% -6.9% -12.0%
2006 -5.8% -2.0% -10.8% 2.4% 5.3%
2005 20.9% -1.7% 11.0% 2.3% 8.2%
2004 3.2% 1.2% 5.6% -8.0% 4.9%
2003 18.4% -6.7% 18.6% 2.0% 5.0%
2002 -31.8% -2.4% -23.9% -13.6% 6.3%
2001 -3.6% 1.6% 11.5% -24.6% 13.0%
2000 1.1% 3.9% -1.4% 10.8% -10.8%
1999 53.6% 33.7% 2.5% -9.4% 23.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Related News

Bill Miller: 'Undervalued' US banks will drive 2011 returns

Legg Mason's US value veteran Bill Miller is tipping 'undervalued'  US banks to improve his fund performance in 2011, after four years of underperformance in the last five.

Bill Miller: QE2 impact will be psychological, not economic

The Legg Mason veteran believes the bulk of QE2's impact will be behavioural, not economic, but warned businesses and consumers will bear the brunt as investors pile into commodities as a hedge against QE-sparked inflation

Legg Mason's Bill Miller on the case for the US

Legg Mason’s renowned value manager Bill Miller believes US equities can rally by 15-20% in 2010 as corporate profitability and GDP both surprise on the upside.

Legg Mason: US can go up another 30%

Mary Chris Gay, who manages the Legg Mason Value fund alongside the widely respected Miller, believes the US is in the early stages of cyclical bull market which could lead to a 30% surge in share prices.

Bullish Bill Miller buys bargains as worst is over

Legg Mason's value investing legend Bill Miller thinks the worst is over for both the economy and the stockmarket. He thinks 'bargains abound and praises Ben Bernanke, but warns on three key risks that remain.

Bill Miller could be set for a return in form, says Whitechurch

Veteran fund manager Bill Miller could be set for a comeback, according to Gavin Haynes, managing director at Bristol-based Whitechurch Securities.

Bill Miller says the credit crisis is over

Legg Mason's renowned US equity manager Bill Miller believes the acquisition of Bear Stearns by JP Morgan Chase two weeks ago signals the end of the credit crisis.

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