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Legg Mason ClearBridge US Lrg Cap Gro A Acc USD

Ranked 74 out of 119 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Peter Bourbeau

Peter Bourbeau works at Legg Mason and co-manages the large cap growth and all cap growth strategies. Peter joined predecessor firm Shearson Asset Management in 1991, and has 24 years of investment industry experience. During his career, Peter has worked in trading, fund management, research, and investment marketing. A graduate of the University of Florida, Peter obtained his MBA from Fordham University in New York.

Margaret Vitrano

Margaret Vitrano works at Legg Mason and co-manages the large cap growth and all cap growth strategies. Margaret has 19 years of investment industry experience and joined a ClearBridge predecessor organization in 1997. From 2006-2009, Margaret served on the firm’s 401(k) Investment Committee, which is responsible for choosing and overseeing investments for the firm’s employee retirement plan. Prior to her role at ClearBridge, Margaret was a research analyst for the Consumer Discretionary sector at Citigroup. Margaret earned her MBA in Finance from the University of Pennsylvania and a BA in Public Policy Studies and Art History from Duke University.

Objective

The Fund invests at least 70 per cent of its Net Asset Value in equity securities of a concentrated group of US Companies with large market capitalisations, which are listed or traded on Regulated Markets in the United States listed on Schedule III of the Base Prospectus. The core holdings of the Fund will be large market capitalisation US Companies that are dominant in their respective industries, global in scope and have a long-term history of performance.

Showing fund performance in Norway View performance globally

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% -2.3% 1.3%
2016 9.5% -5.8% 4.0% 4.1% 7.4%
2015 20.9% 16.0% -1.8% -4.3% 10.9%
2014 28.2% 0.6% 4.8% 11.0% 9.7%
2013 28.6% 13.8% 1.6% 2.5% 8.4%
2012 16.8% 11.5% 0.3% 6.3% -1.8%
2011 2.2% -2.8% -1.6% -6.1% 13.8%
2010 16.1% 10.3% -7.1% 1.3% 11.7%
2009 36.5% 6.8% 7.9% 8.1% 9.6%
2008 -34.3% -16.4% -5.2% 4.3% -20.5%
2007 0.1% -7.5%

Month by Month Performance

Returns Vs Risk

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. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date20/04/2007
  • Share Class size183Mn
  • Base currencyUSD
  • ISIN IE00B19Z9505

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).