Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Legg Mason ClearBridge US Aggr Growth PR Dis A GBP

Ranked 7 out of 143 in - North America over 12 months
All calculations are in GBP

Managed by

Evan Bauman

Evan Bauman graduated with a BS in mathematics from Duke University. He started his career with Legg Mason in 1996 as an intern and currently co-manages the aggressive growth, multi cap growth, all cap growth and diversified large cap strategies. Evan has over 14 years of investment experience.

Richie Freeman

Richie Freeman graduated from Brooklyn College with a BS in accounting and graduated from New York University with a MBA. He started his fund management career in 1983 when he joined Shearson American Express as a manager of an aggressive growth mutual fund. In 1991 he became a portfolio manager for ClearBridge multi cap growth portfolios. Richie’s prior positions include vice president at Chemical Bank and Drexel Burnham Lambert. He is currently a fund manager at Legg Mason where he co-manages the aggressive growth, multi cap growth and All cap growth strategies. Outside of fund management he enjoys baseball and playing golf.

Objective

The Fund seeks to generate long-term capital appreciation by investing in the securities of U.S. companies of any market capitalisation that the Sub-Investment Manager believes are experiencing, or have potential to experience, above-average growth of earnings and/or cash flow.

Performance

North America over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 17.7% 4.0% 4.3% 7.0% 1.4%
2013 36.1% 21.8% 3.5% 3.1% 4.7%

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. Korea
  11. Luxembourg
  12. Macau
  13. Netherlands
  14. Norway
  15. Poland
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date13/12/2012
  • Share Class size146Mn
  • Base currencyGBP
  • ISIN IE00B241FG38

Purchase Info

  • Min. initial investment15Mn
  • Min. additional investment0

Charges

  • Annual management0.6%
  • Initial investment0

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