Fact sheet: LM CB US Lg Cap Gth

Fund information

Fund name
Legg Mason ClearBridge US Large Cap Growth LM Acc USD
Fund company manager
Legg Mason Global Funds Plc
Fund type
SIB
Fund manager(s)
Margaret Vitrano
since 09/10/2012
Peter Bourbeau
since 20/04/2007
Fund objective
The Fund seeks to generate long-term capital appreciation by investing at least 70% of its Net Asset Value in equity securities of a concentrated group of U.S. companies with large market capitalisations. The core holdings of the Fund will be companies that are dominant in their respective industries, global in scope and that have a long-term history of performance.
Benchmark
Russell 1000 Growth
Investment style
Total Return,Concentrated,Growth
Investment method
Shares

Quick stats

1 Year return

23.15 %

1 Year rank in sector

-

Sector

FO Equity - USA

Yield
-
Fund size

£ 839.8 m

FE Risk score

111

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    98.46%
  • Money Market
    1.54%
  • Information Technology
    33.6%
  • Health Care
    19.68%
  • Consumer Discretionary
    16.5%
  • Industrials
    7.46%
  • Financials
    7.2%
  • US Equities
    98.46%
  • Cash & Cash Equivalents
    1.54%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.55 %12.94 %23.14 %0 %0 %
Sector2.64 %7.85 %18.14 %34.43 %72.51 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund19.34 %0 %0 %0 %0 %
Sector12.41 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high130.4
52 week low104.36
Current bid price0
Current offer price0
Current mid price130.47

Holdings by region

  • 98.46% USA
  • 1.54% Money Market

Holdings by sector

  • 33.6% Information Technology
  • 19.68% Health Care
  • 16.5% Consumer Discretionary
  • 7.46% Industrials
  • 7.2% Financials
  • 6.53% Consumer Staples
  • 4.02% Materials
  • 3.47% Energy
  • 1.54% Cash & Cash Equivalents

Holdings by asset type

  • 98.46% US Equities
  • 1.54% Cash & Cash Equivalents

Individual holdings

  • 4.82% AMAZON.COM INC
  • 3.64% MICROSOFT CORP
  • 3.56% CELGENE CORP
  • 3.32% VISA INC
  • 3.21% ALPHABET INC
  • 2.94% COMCAST CORP(NEW)
  • 2.86% FACEBOOK INC
  • 2.82% UNITEDHEALTH GROUP INC
  • 2.51% ADOBE SYSTEMS INC
  • 2.5% HOME DEPOT INC