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Legg Mason ClearBridge US Aggr Growth A Acc USD

Ranked 62 out of 85 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Evan Bauman

Evan Bauman graduated with a BS in mathematics from Duke University. He started his career with Legg Mason in 1996 as an intern and currently co-manages the aggressive growth, multi cap growth, all cap growth and diversified large cap strategies. Evan has over 14 years of investment experience.

Richie Freeman

Richie Freeman graduated from Brooklyn College with a BS in accounting and graduated from New York University with a MBA. He started his fund management career in 1983 when he joined Shearson American Express as a manager of an aggressive growth mutual fund. In 1991 he became a portfolio manager for ClearBridge multi cap growth portfolios. Richie’s prior positions include vice president at Chemical Bank and Drexel Burnham Lambert. He is currently a fund manager at Legg Mason where he co-manages the aggressive growth, multi cap growth and All cap growth strategies. Outside of fund management he enjoys baseball and playing golf.

Objective

The Fund seeks to generate long-term capital appreciation by investing in the securities of U.S. companies of any market capitalisation that the Sub-Investment Manager believes are experiencing, or have potential to experience, above-average growth of earnings and/or cash flow.

Showing fund performance in Portugal 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 7.0% -7.1% -1.4%
2016 6.9% -8.3% 0.5% 8.3% 7.1%
2015 5.6% 15.3% -3.8% -12.2% 8.5%
2014 29.4% 4.5% 7.6% 9.6% 5.1%
2013 31.6% 16.6% 2.1% 5.2% 5.1%
2012 16.9% 11.6% 2.1% 4.8% -2.1%
2011 0.6% -0.5% 0.8% -12.2% 14.4%
2010 32.1% 14.7% -4.3% 3.6% 16.1%
2009 30.6% -2.8% 12.6% 12.6% 6.0%
2008 -37.8% -17.6% 1.2% -3.1% -23.1%
2007 -5.2% -7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date20/04/2007
  • Share Class size318Mn
  • Base currencyUSD
  • ISIN IE00B19Z9Z06

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).