Brandywine global, clarion partners, clearbridge investments, martin currie. Other deals have experienced disappointing results, such as janus capital merging with henderson global investors, because the. Lcuagai quote legg mason global funds plc clearbridge u. Clearbridge investments legg mason equity research. The fund seeks to achieve its objective by investing globally in q uality companies which the investment manager believes are undervalued. Sam peters will continue to lead the baltimorebased lmcm investment team and report to clearbridge cocios hersh cohen and scott glasser. Get lcbox mutual fund information for legg mason clearbridge equityincomebuilderfund, including a fund overview, morningstar summary, tax analysis, sector allocation, and more.
The legg mason clearbridge us aggressive growth fund was up 6. In march, stock selection contributed in energy notably anadarko petroleum amid a partial recovery in oil prices. Clearbridge advisors, llc clearbridge portfolio managers. Sam peters will continue to lead the baltimorebased lmcm investment team and report to. Companies formed by merger announced mergers and acquisitions.
Franklin templeton acquires legg mason to survive the new. Clearbridge investments is a wellestablished global investment manager. Legg mason clearbridge us aggressive growth xa inc usd fund. The trust, a maryland statutory trust, is registered under the investment company act of 1940, as amended the 1940 act, as an openend management investment company. Some funds charge fees to cover marketing, distribution and administrative expenses. Past performance is not indicative of future results. See the company profile for clearbridge large cap growth fd sblgx including business summary, industrysector information, number of employees, business summary, corporate governance, key. Managed by the clearbridge investments trio of mike clarfeld. Legg masonowned clearbridge advisors ceo stepping down. Clearbridge investments and legg mason capital management businesses will merge, according to a statement from legg mason, parent of both firms the combined unit will operate as clearbridge. Compare fund performance, fees, assets, flows, and more across all clearbridge small cap fund share classes. Clearbridge investments sends letter to board of directors.
Clearbridge investments is a leading global equity manager committed to delivering differentiated longterm results through authentic active management. To find out more about the clearbridge aggressive growth fund, talk to your financial advisor. Clearbridge investments and legg mason capital management lmcm will merge their businesses with the combined entity taking the clearbridge name. The wellknown head of a mutual fund complex that legg mason acquired from citigroup in 2005 is moving on. The clearbridge large cap value portfolios are designed for investors seeking longterm. You are about to leave legg mason investor services, llcs website and will be taken to clearbridge investments website. Disclaimer by accepting you will be leaving the legg mason investor services, llcs lmis website. Legg mason if clearbridge global equity income x income. Brian posner, the ceo and cochief investment officer of. The prospectus of the fund is available and may be obtained from legg mason or its authorised distributors. Hable managing director and a senior portfolio manager of clearbridge is the lead portfolio manager and has been a portfolio manager for the fund since its inception in february. Xbrl is an interactive data format and is provided in addition to a funds prospectus and annual and semiannual reports linked to this page. The legg mason if clearbridge us equity fund the underlying fund aims to achieve capital growth, principally through investment of at least 80% of the net asset value of the fund in securities of us issuers.
Legg mason global funds plc legg mason clearbridge us aggressive growth fund please refer to the important information on the final page. This document, provided by legg mason asset management singapore pte. Analyze the fund clearbridge appreciation fund class a having symbol shapx for type mutualfunds and perform research on other mutual funds. Performance is based on reinvestment of any income and capital gains distribution derived from securities held in the fund. Cap value with clearbridge fixed income portfolios combine an allocation to the. On 27 august 2010, the legg mason us aggressive growth fund merged into the legg mason clearbridge us aggressive growth fund. The investment advisory business now known as clearbridge was registered in september 2005 to facilitate legg mason s acquisition of substantially all the equity asset management businesses known as citigroup asset management. The clearbridge all cap growth acg portfolios seek longterm capital. Legg mason if clearbridge us equity income x accumulation. The fund seeks to achieve longterm capital appreciation principally through investing in securities of u. Owned by legg mason, clearbridge operates with investment. The fund seeks to achieve its objective by investing at least 80% in securities of us issuers. Please read the following important information and confirm that you agree to the terms and conditions of this website.
Learn about sblgx with our data and independent analysis including nav, star rating, asset allocation, capital gains, and dividends. One month into their new relationship, legg mason capital management and clearbridge investments are merging two of its funds into one. Lmp capital and income fund scd is not sold or distributed by legg mason investor services, llc lmis or any affiliate of legg mason. View the latest legg mason if clearbridge global equity income x income fund price and comprehensive overview including objectives, charges and savings. Legg mason if clearbridge global equity income class x. Clearbridge, legg mason capital to merge january 16, 20 legg mason announces merger of equity affiliates clearbridge investments and legg mason capital management lmcm will merge their businesses with the combined entity taking the clearbridge name. Legg mason if clearbridge us equity fund class x accumulation. View the latest legg mason if clearbridge us equity income x accumulation fund price and comprehensive overview including objectives, charges and savings. Legg mason investor seeks to block vote on franklin merger. Clearbridge appreciation fund class a fidelity investments. Clearbridge large cap growth fd sblgx company profile. Omw legg mason if clearbridge us equity sp pf fund research. American funds insurance series capital income builder class 4 pdf pdf, american.
The investment manager of the fund is clearbridge, llc formerly known as legg mason capital management, llc and the custodian is bny mellon trust company ireland limited. Download the 2018 impact report clearbridge investments. Class a acc usd performance is net of fees and is calculated on a nav to nav basis. Legg mason and clearbridge merge a fund financial planning. Client portfolios are implemented by a service provider on behalf of lmppg. Legg mason global funds plc clearbridge us aggressive growth fund is a ucits certified openend fund incorporated in ireland. Investment policy b the fund will invest at least 70% of its assets in shares of us companies.
See clearbridge appreciation fund performance, holdings, fees, risk and other data from. Clearbridge investments, llc clearbridge is a wholly owned subsidiary of legg mason, inc. Legg mason if clearbridge us equity income class x accumulation. These awards reflect the firms spirit of collaboration, worklife balance and ongoing investment in our employees. Get quote details and summary for clearbridge small cap fund. Clearbridge investments and legg mason capital management businesses will merge, according to a statement from legg mason, parent of. Legg mason partners clearbridge variable aggressive growth portfolio class ii. Murphy, ceo of clearbridge investments, a legg mason affiliate. Legg mason if clearbridge us equity x fund factsheet trustnet. See clearbridge large cap growth fund sblgx mutual fund ratings from all the top fund analysts in one place. Please call the legg mason sales desk 18008225544 or your legg mason sales contact for more information. The purpose of the funds is to optimise income andor capital growth. A specialized group of sector and portfolio analysts drives differentiated stock selection. I couldnt find a ton of information about compexit opps online, so i was wondering if anyone on this forum might know anything.
New york, may 31, 2018 prnewswire clearbridge investments, an investment affiliate of legg mason, inc. Legg mason is an american investment management firm with a focus on asset management. Clearbridge investments and legg mason capital management businesses will merge, according to a statement from legg mason, parent of both firms. The combined unit will operate as clearbridge, said. The fund may also invest in other investments to the extent permitted by the fca rules as applicable from time to time, which may include. Investment policy l the fund will invest at least 70% of its assets in shares of us companies. Learn more about how to invest with legg mason active management does not ensure gains or protect against market declines.
So i recently received an equity research internship offer with clearbridge investments for this summer theyre one of legg mason s funds. Clearbridge manages multi cap growth portfolios as subadvisor to legg mason private portfolio group, llc lmppg, an affiliate of legg mason, inc. These include marketing fees known as 12b1 fees, as well as certain record keeping or shareholder services fees. The acquisition of legg mason and its multiple investment affiliates, which. See clearbridge appreciation fund shapx mutual fund ratings from all the top fund analysts in one place. Jean yu, cfa, phd managing director, portfolio manager experience. Clearbridge investments is a hedge fund with 122769 clients and discretionary assets under management aum. The fund is constituted as a subfund under the irishdomiciled legg mason global funds plc.
Legg mason clearbridge us aggressive growth fund class x gbp accumulating isin. Owned by legg mason, clearbridge operates with investment independence from. Legg mason affiliated closedend funds commentaries now. Fact sheet legg mason large cap growth balanced 6040. The legg mason subsidiaries, which announced plans to merge. Legg masons affiliates include brandywine global, clarion partners, clearbridge investments, martin currie, qs investors, royce investment. Generate longterm growth of capital while achieving competitive returns through a market cycle. Clearbridge s process incorporates a bottomup, fundamental theme analysis.
Peter hable, mark bourguignon, marina chinn, cfa, mark feasey, cfa and michael kang. Legg mason if clearbridge us equity fund legg mason if martin currie japan alpha fund. Clearbridge large cap growth portfolios legg mason. Legg mason large cap growth balanced portfolios seek longterm capital. Clearbridge large cap growth a sblgx quote morningstar. Clearbridge investments aboutthe fund the fund is a subfund of legg mason global funds plc, an openended umbrella investment company constituted in ireland. The objective is to generate longterm capital appreciation. Portfolio allocations, holdings and characteristics are subject to change at any time. Research information including trailing returns and hypothetical growth for clearbridge value trust. Legg mason clearbridge aggressive growth fund the fund is a separate diversified investment series of legg mason partners equity trust the trust. The most effective way to express our highestconviction ideas. Research current and historical price charts, top holdings, management and full profile. The fund also underperformed over the first quarter. The portfolio managers seek longterm growth of capital by investing the portfolios in.
1487 626 525 249 1105 26 249 583 680 1592 612 344 1203 1433 1253 1567 922 973 638 231 1515 1066 689 1514 1308 1299 1057 841 1389 878 1453 327 55 969 671 47 92