Fact sheet: LM CB US Agg Gth

Fund information

Fund name
Legg Mason ClearBridge US Aggressive Growth X(A) Inc USD
Fund company manager
Legg Mason Global Funds Plc
Fund type
SIB
Fund manager(s)
Evan Bauman
since 20/04/2007
Richie Freeman
since 20/04/2007
Fund objective
The Fund seeks to generate long-term capital appreciation by investing in the securities of US companies of any market capitalisation that the Investment Manager believes are experiencing, or have potential to experience, above-average growth of earnings and/or cash flow.
Benchmark
Russell 3000 Growth
Investment style
Total Return,Concentrated
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

16.65 %

1 Year rank in sector

-

Sector

FO Equity - USA

Yield
-
Fund size

£ 2.1 b

FE Risk score

121

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    100.02%
  • Money Market
    -0.02%
  • Health Care
    34.48%
  • Information Technology
    23.53%
  • Consumer Discretionary
    22.51%
  • Energy
    12.25%
  • Industrials
    4.73%
  • US Equities
    100.02%
  • Cash & Cash Equivalents
    -0.02%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.93 %3.71 %16.65 %20.6 %74.92 %
Sector2.78 %8.33 %18.33 %33.02 %72.29 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund11.65 %4.46 %-4.6 %14.35 %38.31 %
Sector12.65 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha-5.25
Beta1.25
Sharpe-
Volatility14.85
Tracking error7.1
Information ratio-0.54
R-Squared0.8

Price movement

52 week high164.85
52 week low131.27
Current bid price0
Current offer price0
Current mid price162.38

Holdings by region

  • 100.02% USA
  • -0.02% Money Market

Holdings by sector

  • 34.48% Health Care
  • 23.53% Information Technology
  • 22.51% Consumer Discretionary
  • 12.25% Energy
  • 4.73% Industrials
  • 1.99% Materials
  • 0.27% Financials
  • 0.26% Telecommunications Utilities
  • -0.02% Cash & Cash Equivalents

Holdings by asset type

  • 100.02% US Equities
  • -0.02% Cash & Cash Equivalents

Individual holdings

  • 8.59% BIOGEN INC
  • 7.26% UNITEDHEALTH GROUP INC
  • 5.86% COMCAST CORP(NEW)
  • 5.52% AMGEN INC
  • 5.46% ALLERGAN PLC
  • 4.16% PAVONIA LTD
  • 3.53% AMC NETWORKS INC
  • 3.34% ANADARKO PETROLEUM CORP
  • 3.07% IONIS PHARMACEUTICALS INC
  • 2.92% AUTODESK INC