FTGF ClearBridge US Aggressive Growth Fund Class A USD Distributing (A)

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Performance History31/10/2024
Growth of 1,000 (GBP) Advanced Graph
FTGF ClearBridge US Aggressive Growth Fund Class A USD Distributing (A)
Fund13.36.4-18.718.76.0
+/-Cat-2.8-13.1-6.55.3-5.2
+/-B’mrk--19.9-9.00.2-12.4
 
Key Stats
NAV
21/11/2024
 USD 274.19
Day Change 1.92%
Morningstar Category™ US Flex-Cap Equity
ISIN IE00B19Z9P08
Fund Size (Mil)
21/11/2024
 USD 191.93
Share Class Size (Mil)
21/11/2024
 USD 14.96
Max Initial Charge 5.00%
Ongoing Charge
21/02/2023
  1.75%
Morningstar Research
Analyst Report16/10/2024
Jack Shannon, Senior Analyst
Morningstar, Inc

Further clarity on the future direction of ClearBridge Aggressive Growth merits an upgrade of its cheaper share classes to a Morningstar Analyst Rating of Bronze, while its more expensive ones remain at Neutral. This fund underwent a massive...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent23
Process23
Performance
Price
Investment Objective: FTGF ClearBridge US Aggressive Growth Fund Class A USD Distributing (A)
The Fund’s investment objective is to generate long-term capital appreciation. The Fund invests at least 70% of its Net Asset Value in common stocks of US Companies which are listed or traded on Regulated Markets in the United States listed in Schedule III of the Base Prospectus and that the Investment Manager believes are experiencing, or have potential to experience, growth of earnings and/or cash flow that exceed the average earnings and/or cash flow growth rate of companies having securities included in the Standard & Poor’s Daily Price Index of 500 Common Stocks (the “S&P 500 Index”).
Returns
Trailing Returns (GBP)21/11/2024
YTD15.15
3 Years Annualised2.44
5 Years Annualised6.34
10 Years Annualised6.98
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Evan Bauman
20/04/2007
Aram Green
31/03/2021
Click here to see others
Inception Date
20/04/2007
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell Mid Cap Growth TR USDMorningstar US Market Ext NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNo
OtherNot Specific
Portfolio Profile for  FTGF ClearBridge US Aggressive Growth Fund Class A USD Distributing (A)31/10/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.280.00100.28
Bond0.000.000.00
Property0.000.000.00
Cash4.414.380.04
Other0.000.32-0.32
Top 5 Regions%
United States97.88
Canada1.42
Asia - Developed0.70
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology39.31
Healthcare18.35
Industrials14.58
Consumer Cyclical10.46
Communication Services9.33
Top 5 HoldingsSector%
Broadcom IncTechnologyTechnology7.50
Vertex Pharmaceuticals IncHealthcareHealthcare7.49
Autodesk IncTechnologyTechnology6.15
TE Connectivity PLC Registered S... TechnologyTechnology5.29
CrowdStrike Holdings Inc Class ATechnologyTechnology4.98
FTGF ClearBridge US Aggressive Growth Fund Class A USD Distributing (A)

Related

* This share class has performance data calculated prior to the inception date, 2007-04-20. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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