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Legg Mason IF CB Global Equity Income A GBP Acc

Ranked 59 out of 78 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Sean Bogda

Sean Bogda is a member of ClearBridge's global equity investment team and also is responsible for covering the industrials/cyclicals, energy and utilities sectors for international and global portfolios. He has 21 years’ investment industry experience. Sean joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management, where he began his career as a research assistant in 1993.

Paul Ehrlichman

Paul Ehrlichman is the head of ClearBridge's Global Value Equity investment team and a portfolio manager with 31 years’ experience. Prior to launching predecessor firm Global Currents Investment Management in 2008, he spent 18 years at Brandywine Global Investment Management as global equity CIO and managing director. Before joining Brandywine Global, he was a portfolio manager with Provident Capital Management and a securities analyst at First Pennsylvania Bank.

Safa Muhtaseb

Safa Muhtaseb is a member of ClearBridge's Global Equity investment team. In addition to portfolio management, he is responsible for covering the healthcare sector for the firm’s international and global portfolios. He has 26 years’ investment experience. Safa joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management. Prior to joining Global Currents, he had been a portfolio manager with Brandywine Global for three years.

Objective

The objective of this Fund is to achieve income and capital growth through investment primarily in a range of equity and equity-related securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -0.1% 5.6%
2015 2.8% 8.3% -3.7% -7.3% 6.2%
2014 2.1% 2.1% 1.6% -2.0% 0.4%
2013 28.2% 10.5% 1.2% 5.5% 8.7%
2012 9.6% 3.8% -4.5% 5.8% 4.5%
2011 0.1% 2.1% 1.9% -9.3% 6.0%
2010 12.0% 7.4% -8.7% 6.0% 7.7%
2009 15.9% -9.5% 5.3% 17.2% 3.8%
2008 -4.4% 0.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2016

Top 10 Holdings

Stock Size
Veolia Environnement SA ORD 2.67
GlaxoSmithKline PLC ORD 2.58
BNP Paribas SA ORD 2.22
Emerson Electric Co ORD 2.20
BP PLC ORD 2.10
Standard Chartered PLC ORD 2.05
Marr SpA ORD 1.99
Total SA ORD 1.92
Adecco Group AG ORD 1.92
Norsk Hydro ASA ORD 1.84
30/04/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/05/2008
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB00B2R8FL62

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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