FTGF ClearBridge US Large Cap Growth Fund Class A US$ AccumulatingRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 26.6 | 21.9 | -24.4 | 34.5 | 15.2 |
![]() | +/-Cat | -4.5 | 0.0 | -2.9 | 7.8 | 2.9 |
![]() | +/-B’mrk | -5.3 | -5.5 | -1.2 | 2.5 | -2.4 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 13/08/2024 | USD 556.14 | |
Day Change | 1.76% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | IE00B19Z9505 | |
Fund Size (Mil) 13/08/2024 | USD 1798.00 | |
Share Class Size (Mil) 13/08/2024 | USD 287.01 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/02/2022 | 1.69% |
Investment Objective: FTGF ClearBridge US Large Cap Growth Fund Class A US$ Accumulating |
The Fund’s investment objective is to generate long-term capital appreciation. The Fund invests at least 70% of its Net Asset Value in equity securities of a concentrated group of US Companies with large market capitalisations, which are listed or traded on Regulated Markets in the United States listed on Schedule III of the Base Prospectus. The core holdings of the Fund will be large market capitalisation US Companies that are dominant in their respective industries, global in scope and have a long-term history of performance. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Peter Bourbeau 20/04/2007 | ||
Margaret Vitrano 09/10/2012 | ||
Inception Date 20/04/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FTGF ClearBridge US Large Cap Growth Fund Class A US$ Accumulating | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.05 |
![]() | ![]() | 8.30 |
![]() | ![]() | 8.25 |
![]() | ![]() | 5.65 |
![]() | ![]() | 4.40 |
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FTGF ClearBridge US Large Cap Growth Fund Class A US$ Accumulating |