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Legg Mason Opportunity A Dis A USD

Ranked 16 out of 189 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Samantha McLemore

Baltimore-based Samantha McLemore is a portfolio manager at Legg Mason having joined the firm in 2002. She runs the Legg Mason Opportunity Fund, an unconstrained, mostly US equity portfolio using a value investment style. She is a series 7 registered CFA and graduated from the Washington & Lee University Lexington, Virginia where she studied Business and Accounting. Outside of fund management Samantha enjoys spending time with her young children and skiing.

Objective

The Fund seeks to achieve long-term capital appreciation by investing in equity securities, debtsecurities, derivatives and other financial instruments. The Sub-Investment Manager exercises a flexible strategy in the selection of investments, not limited by investment style or asset class. The issuers of common stocks and other securities in which the Fund invests may be located in any country throughout the world, including emerging markets.

Showing fund performance in Netherlands View performance globally

Performance

US over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 3.4%
2016 2.6% -13.2% -8.7% 19.6% 8.2%
2015 5.6% 18.9% -2.0% -12.2% 3.2%
2014 24.8% 3.4% 4.4% 3.7% 11.6%
2013 57.9% 23.8% 6.9% 7.1% 11.5%
2012 35.8% 23.0% -0.2% 3.4% 6.9%
2011 -31.4% -8.3% -8.2% -26.5% 10.9%
2010 25.0% 20.2% -8.2% 1.1% 12.0%
2009 36.6% 27.7% 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
RH ORD 7.03
Amazon.com Inc ORD 5.61
Platform Specialty Products Corp ORD 5.59
Onemain Holdings Inc ORD 5.14
Lennar Corp ORD 4.96
Delta Air Lines Inc ORD 4.88
United Continental Holdings Inc ORD 4.86
American Airlines Group Inc ORD 4.58
JPMORGAN CHASE EQUITY WARRANT 4.46
MGIC Investment Corp ORD 4.22
31/03/2017

Registered For Sale In

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

Fund Info

  • Launch date04/02/2009
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN IE00B3FHN413

Purchase Info

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

Charges

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Citywire A-rated manager Samantha McLemore set outs key drivers for stellar three-year outperformance.

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