FTGF ClearBridge US Aggressive Growth Fund Class A SGD Accumulating (Hedged)Register to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 14.0 | 4.0 | -19.1 | 18.7 | 4.0 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 22/11/2024 | SGD 2.18 | |
Day Change | 1.46% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00B894F039 | |
Fund Size (Mil) 22/11/2024 | USD 193.80 | |
Share Class Size (Mil) 22/11/2024 | SGD 1.77 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/02/2022 | 1.74% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
ClearBridge Aggressive Growth's new manager is promising, but the portfolio still requires a significant overhaul, limiting this strategy to a Morningstar Analyst Rating of Neutral. Aram Green became comanager in March 2021 and should breathe... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: FTGF ClearBridge US Aggressive Growth Fund Class A SGD Accumulating (Hedged) |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Evan Bauman 20/04/2007 | ||
Aram Green 31/03/2021 | ||
Click here to see others | ||
Inception Date 31/01/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell Mid Cap Growth TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FTGF ClearBridge US Aggressive Growth Fund Class A SGD Accumulating (Hedged) | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Broadcom Inc | Technology | 7.50 |
Vertex Pharmaceuticals Inc | Healthcare | 7.49 |
Autodesk Inc | Technology | 6.15 |
TE Connectivity PLC Registered S... | Technology | 5.29 |
CrowdStrike Holdings Inc Class A | Technology | 4.98 |
Increase Decrease New since last portfolio | ||
FTGF ClearBridge US Aggressive Growth Fund Class A SGD Accumulating (Hedged) |