Legg Mason ClearBridge US Aggressive Growth Fund

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About The Fund

Investment Aim

The Fund seeks to generate long-term capital appreciation by investing in the securities of U.S. 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.

Performance Benchmark

Russell 3000 Growth Index.
Month-end NAV:
Class A Acc (USD):USD 202.73
Class A Acc (SGD) (Hedged):SGD 1.699
Class A Dis (A) (USD):USD 202.86
Class A Acc (AUD) (Hedged):AUD 162.39
Fund Size:USD 1,503 million
Number of Holdings:75
All data are as of 30 April 2019

About the Investment Strategy

  • The Fund invests primarily in US companies of all market cap sizes including in small- and mid-cap companies which can be deemed “emerging growth” stocks.
  • Based on a long-term investment perspective, the Fund's 'buy-and-hold' strategy is designed to allow stocks in the portfolio to flourish and grow over time.
  • The focus is on companies with strong fundamentals, skilled and committed management teams and a clear market advantage.
  • The fund stands out by the attention given to valuation, which is unusual for growth strategies.
  • About the Investment Team

    ClearBridge Investments' expertise lies in US equities with experience across a wide range of market capitalisations and disciplines. ClearBridge's seasoned portfolio managers pursue distinct investment styles but share a focus on primary research-driven fundamental investing.


    The Fund may invest in certain types of derivative instruments for efficient portfolio management purposes. Please refer to the prospectus for more information.

    This document, provided by Legg Mason Asset Management Singapore Pte. Limited ( “Legg Mason” ) (Registration Number (UEN): 200007942R), is for information only and does not constitute an offer or solicitation to buy or sell any units in any fund.

    The prospectus of the fund is available and may be obtained from Legg Mason or its authorised distributors. Investors should check with Legg Mason or its authorised distributors on whether a particular class of the fund is available for subscription. Investors should read the prospectus prior to any subscription. All applications for units in the fund must be made on the application forms accompanying the prospectus. Past performance is not necessarily indicative of future performance. All investments involve risk, including possible loss of principal.The value of the units in the fund and the income accruing to the units, if any, may fall or rise.

    Distribution of this document may be restricted in certain jurisdictions. Any persons coming into possession of this document should seek advice for details of, and observe, such restrictions (if any).This document does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation. This fund is not available to US citizens, residents or greencard holders and may not be available in all jurisdictions.

    Neither Legg Mason nor any officer or employee of Legg Mason accepts any liability whatsoever for any loss arising from any use of this document or its contents. The information in this document is confidential and proprietary and may not be used other than by the intended user.This document may not be reproduced, distributed or published without prior written permission from Legg Mason.

    The mention of any individual securities / funds should neither constitute nor be construed as a recommendation to purchase or sell securities, and the information provided regarding such individual securities / funds is not a sufficient basis upon which to make an investment decision. Portfolio allocations, holdings and characteristics are subject to change at any time. Although information has been obtained from sources that Legg Mason believes to be reliable, no guarantee can be given as to its accuracy and such information may be incomplete or condensed and may be subject to change at any time without notice. Legg Mason, its affiliates, officers or directors, may have an interest in the acquisition or disposal of the securities mentioned herein.

    This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.