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Legg Mason IF ClearBridge US Eqty Inc A Inc Q GBP

Ranked 127 out of 193 in - US Income over 12 months
All calculations are in USD unless stated

Objective

The objective of this Fund is to achieve income and capital growth through investment primarily in a range of US equity and equity-related securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4%
2017 18.3% 3.6% 2.8% 4.2% 6.7%
2016 12.3% 4.5% 0.6% 2.4% 4.4%
2015 -5.7% -2.1% -3.2% -7.7% 7.8%
2014 12.0% 1.3% 5.7% -0.5% 5.1%
2013 25.7% 11.0% 1.1% 4.7% 7.1%
2012 10.8% 6.8% -1.6% 6.9% -1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/10/2011
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B3TTBW75

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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