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Legg Mason ClearBridge US Aggr Growth A Dis A USD

Ranked 230 out of 243 in - North America over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 30/06/2015 - 30/06/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.3% 5.3%
2015 0.3% 7.5% -5.8% -8.7% 8.5%
2014 20.7% 3.8% 4.2% 6.7% 4.6%
2013 35.0% 21.6% 3.5% 2.6% 4.6%
2012 13.5% 11.3% -0.9% 3.2% -0.4%
2011 -1.9% 2.8% 2.8% -16.3% 10.9%
2010 27.4% 15.2% -12.1% 9.6% 14.8%
2009 20.0% -6.9% 3.5% 20.8% 3.1%
2008 -18.2% -10.5% 0.5% -3.6% -5.7%
2007 -1.7% -2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
UnitedHealth Group Inc ORD 7.10
Biogen Inc ORD 6.79
Amgen Inc ORD 6.76
Anadarko Petroleum Corp ORD 5.93
Autodesk Inc ORD 4.91
Comcast Corp ORD 4.84
Core Laboratories NV ORD 4.43
Allergan plc ORD 4.43
Citrix Systems Inc ORD 4.02
Fluor Corp ORD 3.69
30/04/2016

Registered For Sale In

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

Fund Info

  • Launch date20/04/2007
  • Share Class size147Mn
  • Base currencyUSD
  • ISIN IE00B19Z9P08

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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