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