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Legg Mason ClearBridge US Lrg Cap Gro A Dis A USD

Ranked 21 out of 141 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Peter Bourbeau

Peter Bourbeau works at Legg Mason and co-manages the large cap growth and all cap growth strategies. Peter joined predecessor firm Shearson Asset Management in 1991, and has 24 years of investment industry experience. During his career, Peter has worked in trading, fund management, research, and investment marketing. A graduate of the University of Florida, Peter obtained his MBA from Fordham University in New York.

Margaret Vitrano

Margaret Vitrano works at Legg Mason and co-manages the large cap growth and all cap growth strategies. Margaret has 19 years of investment industry experience and joined a ClearBridge predecessor organization in 1997. From 2006-2009, Margaret served on the firm’s 401(k) Investment Committee, which is responsible for choosing and overseeing investments for the firm’s employee retirement plan. Prior to her role at ClearBridge, Margaret was a research analyst for the Consumer Discretionary sector at Citigroup. Margaret earned her MBA in Finance from the University of Pennsylvania and a BA in Public Policy Studies and Art History from Duke University.


The Fund invests at least 70 per cent 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.

Showing fund performance in Belgium View performance globally


US over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% 10.6%
2017 8.7% 4.6% -2.3% 1.3% 5.0%
2016 9.5% -5.8% 4.0% 4.1% 7.4%
2015 20.9% 16.0% -1.8% -4.3% 10.9%
2014 28.2% 0.6% 4.8% 11.0% 9.7%
2013 28.6% 13.8% 1.7% 2.5% 8.4%
2012 16.8% 11.5% 0.3% 6.3% -1.8%
2011 2.2% -2.8% -1.6% -6.1% 13.8%
2010 16.1% 10.3% -7.1% 1.3% 11.7%
2009 36.5% 6.8% 7.9% 8.1% 9.6%
2008 -34.3% -16.4% -5.2% 4.3% -20.5%
2007 0.1% -7.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size Inc ORD 6.37%
BNY Mellon cash reserves fund 4.16%
Microsoft Corp ORD 4.14%
Visa Inc ORD 3.51%
Alphabet Inc ORD 3.34%
Adobe Systems Inc ORD 2.89%
UnitedHealth Group Inc ORD 2.88%
Facebook Inc ORD 2.68%
Home Depot Inc ORD 2.35%
Akamai Technologies Inc ORD 2.32%

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Hong Kong
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Macau
  11. Singapore
  12. Spain
  13. Switzerland
  14. Taiwan
  15. United Kingdom

Fund Info

  • Launch date20/04/2007
  • Share Class size44Mn
  • Base currencyUSD
  • ISIN IE00B19Z8W00

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0


  • Annual management1.25%
  • Initial investment5.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).