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Legg Mason ClearBridge US Aggr Growth A Dis A USD

Ranked 229 out of 256 in - US over 36 months
All calculations are in EUR unless stated

Managed by

Evan Bauman

Evan Bauman graduated with a BS in mathematics from Duke University. He started his career with Legg Mason in 1996 as an intern and currently co-manages the aggressive growth, multi cap growth, all cap growth and diversified large cap strategies. Evan has over 14 years of investment experience.

Richie Freeman

Richie Freeman graduated from Brooklyn College with a BS in accounting and graduated from New York University with a MBA. He started his fund management career in 1983 when he joined Shearson American Express as a manager of an aggressive growth mutual fund. In 1991 he became a portfolio manager for ClearBridge multi cap growth portfolios. Richie’s prior positions include vice president at Chemical Bank and Drexel Burnham Lambert. He is currently a fund manager at Legg Mason where he co-manages the aggressive growth, multi cap growth and All cap growth strategies. Outside of fund management he enjoys baseball and playing golf.

Objective

The Fund seeks to generate long-term capital appreciation by investing in the securities of U.S. companies of any market capitalisation that the Sub-Investment Manager believes are experiencing, or have potential to experience, above-average growth of earnings and/or cash flow.

Showing fund performance in Luxembourg View performance globally

Performance

US over : 31/08/2015 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% 12.4%
2017 -0.5% 7.0% -7.1% -1.4% 1.6%
2016 6.9% -8.3% 0.5% 8.3% 7.1%
2015 5.6% 15.3% -3.8% -12.2% 8.5%
2014 29.4% 4.5% 7.6% 9.6% 5.1%
2013 31.6% 16.6% 2.1% 5.2% 5.1%
2012 16.9% 11.6% 2.1% 4.8% -2.1%
2011 0.6% -0.5% 0.8% -12.3% 14.4%
2010 32.1% 14.7% -4.3% 3.6% 16.1%
2009 30.6% -2.8% 12.5% 12.6% 6.1%
2008 -37.8% -17.5% 1.2% -3.1% -23.1%
2007 -5.2% -7.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Biogen Inc ORD 7.49%
UnitedHealth Group Inc ORD 6.97%
Comcast Corp ORD 5.49%
Allergan plc ORD 4.95%
Amgen Inc ORD 4.42%
Anadarko Petroleum Corp ORD 4.12%
Seagate Technology PLC ORD 4.08%
Core Laboratories NV ORD 3.34%
Madison Square Garden Co ORD 3.12%
TE Connectivity Ltd ORD 3.05%
31/07/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Hong Kong
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Macau
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date20/04/2007
  • Share Class size56Mn
  • Base currencyUSD
  • ISIN IE00B19Z9P08

Purchase Info

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

Charges

Related News

ClearBridge’s Bauman calms clients despite contrarian stance

Equity veteran defends underperformance of his US Aggressive Growth fund.

Healthcare helps ease volatility pain, says $4bn US equity manager

Legg Mason's Evan Bauman has used cash to capitalise on weakness caused by continued corrections in the biotech sector.

Strong dollar is a ‘crowded trade’, says $4.5bn equity star

ClearBridge Investment’s Evan Bauman is positioning his US equity fund to overlook currency calls and has further piled into energy.

Star US equity duo put cash pile to work with bumper energy bets

Citywire AA-rated managers Evan Bauman and Richie Freeman up exposure on weakness, ahead of ‘major consolidation’ in the sector.

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