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Legg Mason Brandywine Gl Dyn US Eq A USD Acc

Ranked 499 out of 867 in - US over 12 months
All calculations are in USD unless stated

Objective

To achieve growth of the fund's value in the long term. The fund will invest at least 80% of its assets in shares of large companies based in or conducting most of their activities in the United States. The fund's portfolio managers will try to focus on companies that they believe have potential for growth while maintaining relatively low risk.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 499/867 Total Return
  • Rank 618/867 Standard Deviation
  • Rank 63/867 Max Drawdown
Fund Name Currency Loss
61 DKB Nordamerika Fonds TNL USD

-1.4%

62 KBC Institutional US Equity Cap USD

-1.4%

63 Legg Mason Brandywine Gl Dyn US Eq A USD Acc USD

-1.4%

64 Fidelity U.S. All Cap Fund B USD

-1.4%

64 JPM US A Acc USD

-1.4%

64 RBC Private U.S. Large-Cap Core Equity CN Pl Sr O

Currency exposure is hedged

Currency exposure is hedged

CAD

-1.4%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.0% 3.5%
2016 8.2% -0.6% -2.1% 5.9% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date31/12/2015
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BSBN5Q47

Purchase Info

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

Charges

  • Annual management1.20%

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