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Legg Mason ClearBridge US Lrg Cap Gro Pr Acc USD

Ranked 22 out of 188 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 Netherlands View performance globally

Performance

US over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 9.7% 4.9% -2.1% 1.5% 5.2%
2016 10.6% -5.6% 4.3% 4.4% 7.7%
2015 22.1% 16.3% -1.6% -4.1% 11.2%
2014 9.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Luxembourg
  9. Macau
  10. Netherlands
  11. Norway
  12. Sweden
  13. Switzerland
  14. Taiwan
  15. United Kingdom

Fund Info

  • Launch date19/09/2014
  • Share Class size418Mn
  • Base currencyUSD
  • ISIN IE00B241CP14

Purchase Info

  • Min. initial investment15Mn
  • Min. regular additional investment0

Charges

  • Annual management0.63%
  • Initial investment0.625

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