Fact sheet: LM CB US Eq Sus Ld

Fund information

Fund name
Legg Mason ClearBridge US Equity Sustainability Leaders A Dis USD
Fund company manager
Legg Mason Global Funds Plc
Fund type
SIB
Fund manager
Derek Deutsch
since 30/09/2015
Fund objective
The Fund’s goal is to achieve growth of the Fund’s value in the long term by investing at least 85% of its assets in shares of US companies that meet the fund manager’s financial criteria and its criteria for environmental, social and governance (ESG) policies.
Benchmark
Russell 3000 Index
Investment style
None
Investment method
Shares

Quick stats

1 Year return

15.92 %

1 Year rank in sector

107/206

Sector

FO Equity - USA

Yield
-
Fund size

£ 3.1 m

FE Risk score

115

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    99.34%
  • Money Market
    0.66%
  • Information Technology
    27.08%
  • Industrials
    16.84%
  • Health Care
    14.64%
  • Financials
    13.32%
  • Consumer Discretionary
    10.57%
  • US Equities
    99.34%
  • Cash & Cash Equivalents
    0.66%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.74 %4.85 %15.92 %0 %0 %
Sector2.32 %3.24 %15.42 %20.95 %67.19 %
Rank within sector126 / 21888 / 212107 / 206 / /
Quartile th3 rd2 nd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund11.6 %8.16 %0 %0 %0 %
Sector9.6 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector89 / 211115 / 195 / / /
Quartile th2 nd3 rd th th th

Price movement

52 week high125.71
52 week low103.97
Current bid price0
Current offer price0
Current mid price125.31

Holdings by region

  • 99.34% USA
  • 0.66% Money Market

Holdings by sector

  • 27.08% Information Technology
  • 16.84% Industrials
  • 14.64% Health Care
  • 13.32% Financials
  • 10.57% Consumer Discretionary
  • 7.41% Consumer Staples
  • 4.1% Utilities
  • 3.25% Materials
  • 2.13% Real Estate
  • 0.66% Cash & Cash Equivalents

Holdings by asset type

  • 99.34% US Equities
  • 0.66% Cash & Cash Equivalents

Individual holdings

  • 4.93% APPLE INC
  • 4.53% US BANCORP DELAWARE
  • 4.47% MICROSOFT CORP
  • 4.44% ALPHABET INC
  • 3.74% UNITEDHEALTH GROUP INC
  • 3.43% BLACKROCK INC
  • 3.39% LOWES COMPANIES INC
  • 3.25% ECOLAB INC
  • 3.22% AUTOMATIC DATA PROCESSING INC
  • 3.02% COSTCO WHOLESALE CORP