FTGF ClearBridge US Aggressive Growth Fund Class A HKD AccumulatingRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.2 | 6.4 | -18.7 | 18.7 | 5.9 | |
+/-Cat | -2.9 | -13.1 | -6.5 | 5.3 | -5.3 | |
+/-B’mrk | - | -19.9 | -9.0 | 0.1 | -12.5 | |
Category: US Flex-Cap Equity | ||||||
Category Benchmark: Morningstar US Market Ext N... |
Key Stats | ||
NAV 21/11/2024 | HKD 164.03 | |
Day Change | 1.91% | |
Morningstar Category™ | US Flex-Cap Equity | |
ISIN | IE00BZ9MQY76 | |
Fund Size (Mil) 21/11/2024 | USD 191.93 | |
Share Class Size (Mil) 21/11/2024 | HKD 0.84 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/02/2022 | 1.75% |
Morningstar Research |
Analyst Report | 16/10/2024 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 | |
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People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: FTGF ClearBridge US Aggressive Growth Fund Class A HKD 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 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 27/10/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell Mid Cap Growth TR USD | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FTGF ClearBridge US Aggressive Growth Fund Class A HKD Accumulating | 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 HKD Accumulating |