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Legg Mason ClearBridge US Aggr Growth A Dis A USD

Ranked 239 out of 244 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 : 31/10/2014 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.0% -7.1% -1.4%
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

Registered For Sale In

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

Fund Info

  • Launch date20/04/2007
  • Share Class size63Mn
  • Base currencyUSD
  • ISIN IE00B19Z9P08

Purchase Info

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

Charges

Related News

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.

US equity veteran eyes 'perfect storm' in under-owned biotech sector

Top rated manager Evan Bauman is capitalising while he believes many growth managers are continuing to overlook the health care sector.

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