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Legg Mason IF ClearBridge US Equity A

Ranked 631 out of 877 in - US over 12 months
All calculations are in USD unless stated

Objective

The objective of this Fund is to achieve capital growth, principally through investment in securities of US issuers.

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

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.6% 1.9% 2.9%
2016 11.3% -2.7% -0.1% 7.0% 7.0%
2015 -7.4% 0.1% -1.8% -14.8% 10.5%
2014 12.9% 3.2% 4.0% 1.6% 3.5%
2013 36.0% 12.2% 3.0% 8.9% 8.0%
2012 10.2% 11.6% -8.6% 8.1% 0.0%
2011 -5.4% 2.3% -2.9% -12.3% 8.5%
2010 6.3% 4.9% -16.0% 10.3% 9.4%
2009 41.1% -13.3% 32.5% 18.5% 3.7%
2008 -58.4% -20.2% -9.8% -17.9% -29.7%
2007 -7.4% -1.7% 6.8% -2.1% -9.9%
2006 5.8% 0.3% -4.8% 0.7% 10.0%
2005 5.6% -5.3% 3.3% 1.3% 6.7%
2004 10.9% -1.4% 3.9% -5.4% 14.5%
2003 37.3% -2.9% 22.0% 2.0% 13.7%
2002 -25.5% -5.6% -11.2% -15.8% 5.6%
2001 -19.6% -15.7% 1.3% -15.4% 11.3%
2000 -11.0% 3.3% -4.0% -5.3% -5.2%
1999 33.5% 9.2% 0.5% -2.4% 24.7%
1998 40.5% 20.6% 4.1% -12.9% 28.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
GBP Cash 7.70
Alphabet Inc ORD 4.73
Oracle Corp ORD 4.04
Microsoft Corp ORD 3.72
Allergan plc ORD 3.59
Citigroup Inc ORD 3.48
Synchrony Financial ORD 3.44
Wells Fargo & Co ORD 3.42
Amazon.com Inc ORD 3.26
Alexion Pharmaceuticals Inc ORD 3.21
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/01/2003
  • Share Class size17Mn
  • Base currencyGBP
  • ISIN GB0033506725

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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