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Legg Mason ClearBridge US Appreciation A Acc USD

Ranked 83 out of 126 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Scott Glasser

Scott Glasser has an BA in political science and Spanish from Middlebury College in Vermont and an MBA in finance from Pennsylvania State University. He currently works at Legg Mason as the co-manager on a number of funds, the largest being the Legg Mason ClearBridge US Appreciation Fund. Scott has almost two decades of investment industry experience. In 1993, he joined the research department of Shearson Lehman Brothers as a consumer analyst and became a portfolio manager a year later. He then moved onto Bear Stearns working as a credit analyst specialising in fixed income.

Michael Kagan

Michael Kagan graduated from Harvard University with a BA in economics and attended the Massachusetts Institute of Technology Sloan School of Management. He started his career at Zweig Associates where he worked as an equity research analyst before joining Fidelity Investments where he worked as a portfolio manager. Michael is currently the managing director and senior portfolio manager at Legg Mason. He has over 24 years of investment experience and is a member of the ClearBridge Advisors Management Committee and the Brokerage Committee.

Objective

The Fund seeks to generate long-term capital appreciation by investing at least 70% of its Net Asset Value in equity securities of medium and large, but may also invest in small, capitalisation U.S. companies. The Sub-Investment Manager will look for growth and value stocks, mainly of blue chip companies dominant in their industries.

Showing fund performance in Norway View performance globally

Performance

US over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7% 8.0%
2017 3.7% 3.6% -4.0% -0.3% 4.5%
2016 11.1% -3.3% 4.7% 0.1% 9.7%
2015 11.4% 13.1% -3.8% -6.7% 9.8%
2014 24.7% 0.8% 4.4% 9.0% 8.8%
2013 21.8% 12.5% 0.7% 0.1% 7.4%
2012 12.3% 7.6% 3.6% 4.8% -3.9%
2011 4.6% -1.0% -2.3% -6.0% 15.0%
2010 18.6% 10.5% -0.5% -2.1% 10.3%
2009 15.5% -5.8% 6.9% 7.5% 6.7%
2008 -26.5% -12.6% -0.9% 2.6% -17.3%
2007 -2.2% -3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Microsoft Corp ORD 5.54%
Apple Inc ORD 3.67%
JPMorgan Chase & Co ORD 3.58%
UnitedHealth Group Inc ORD 3.35%
Home Depot Inc ORD 2.98%
Berkshire Hathaway Inc ORD 2.82%
Comcast Corp ORD 2.78%
Johnson & Johnson ORD 2.34%
Visa Inc ORD 2.34%
Honeywell International Inc ORD 2.14%
31/07/2018

Registered For Sale In

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

Fund Info

  • Launch date20/04/2007
  • Share Class size48Mn
  • Base currencyUSD
  • ISIN IE00B1BXHZ80

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).