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Legg Mason Clearbridge Value A Dis A GBP

Ranked 141 out of 154 in - North America over 12 months
All calculations are in GBP

Managed by

Sam Peters


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.


North America over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 5.2% -5.6% -8.3%
2014 2.0% 0.0% 0.0% -5.2% 7.5%
2013 0.0% 0.0% 0.0% 0.0% 0.0%
2012 0.0% 0.0% 0.0% 0.0% 0.0%
2011 0.0% 0.0% 0.0% 0.0% 0.0%
2010 1.7% 12.2% -15.0% 6.6% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Finland
  3. Ireland
  4. Luxembourg
  5. Netherlands
  6. Norway
  7. Poland
  8. Singapore
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date29/08/2014
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B23Z5X38

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment500


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 GBP).