FTGF ClearBridge US Aggressive Growth Fund Class GA Euro Distributing (A)

Register to Unlock Ratings
Performance History31/03/2025
Growth of 1,000 (GBP) Advanced Graph
FTGF ClearBridge US Aggressive Growth Fund Class GA Euro Distributing (A)
Fund6.4-18.719.412.9-10.2
+/-Cat-13.1-6.46.0-5.0-2.1
+/-B’mrk-19.9-8.90.9-12.6-2.5
 
Key Stats
NAV
09/04/2025
 EUR 383.44
Day Change 12.09%
Morningstar Category™ US Flex-Cap Equity
ISIN IE00B531K821
Fund Size (Mil)
09/04/2025
 USD 156.50
Share Class Size (Mil)
09/04/2025
 EUR 0.06
Max Initial Charge -
Ongoing Charge
12/02/2025
  1.58%
Morningstar Research
Analyst Report16/10/2024
Jack Shannon, Principal
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 GA Euro 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)09/04/2025
YTD-8.46
3 Years Annualised2.22
5 Years Annualised6.60
10 Years Annualised4.94
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
27/08/2010
Advertisement
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 GA Euro Distributing (A)28/02/2025
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.280.0099.28
Bond0.000.000.00
Property0.000.000.00
Cash5.624.371.25
Other0.000.53-0.53
Top 5 Regions%
United States97.62
Canada2.09
Asia - Developed0.28
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology40.84
Healthcare15.46
Industrials13.80
Consumer Cyclical13.20
Communication Services7.15
Top 5 HoldingsSector%
Broadcom IncTechnologyTechnology6.65
Vertex Pharmaceuticals IncHealthcareHealthcare6.53
TE Connectivity PLC Registered S... TechnologyTechnology5.26
HubSpot IncTechnologyTechnology4.98
CrowdStrike Holdings Inc Class ATechnologyTechnology4.31
FTGF ClearBridge US Aggressive Growth Fund Class GA Euro Distributing (A)

Related

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)
© Copyright 2025 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures