Legg Mason ClearBridge US Equity Sustainability Leaders Fund

This was our first introduction to the team who are based in the US but are in the UK promoting the fund. ClearBridge are a specialist US investment manager, wholly owned by Legg Mason but operating with investment independence. They manage circa $140 billion of assets.

The fund was launched in 2015. We have shown performance vs the Russell 3000 and the North America Index. The North America Index has a bias to large cap and its top holdings are Microsoft, Apple, Amazon, Facebook, Johnson and Johnson and Alphabet. The Russell 3000 is an index of the largest 3,000 companies in the US. It is like the North American Index with the top five holdings being Microsoft, Apple, Amazon, Facebook and Berkshire Hathaway….read more

Fund Facts Morningstar

Notes

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