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Legg Mason Clearbridge Value A Acc USD

Ranked 131 out of 141 in - US over 12 months
All calculations are in EUR unless stated

Objective

The Fund seeks to achieve long-term capital appreciation principally through investing in securities of U.S. issuers that the Investment Manager believes to be undervalued in relation to their intrinsic value.

Showing fund performance in Belgium View performance globally

Performance

US over : 31/08/2017 - 31/08/2018
  • Rank 131/141 Total Return
  • Rank 16/141 Standard Deviation
  • Rank 104/141 Max Drawdown
Fund Name Currency Return
129 R Conviction USA C EUR

12.9%

130 ABN AMRO MMF Pzena US Equities A Cap EUR EUR

11.1%

131 Legg Mason Clearbridge Value A Acc USD EUR

11.0%

132 Invesco US Equity Flexible Fd Z EUR Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

10.5%

133 MFS Meridian Funds-US Value A1 USD EUR

10.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4% 6.7%
2017 -0.8% 2.7% -4.6% -0.6% 1.9%
2016 14.4% -6.0% 3.7% 4.9% 11.8%
2015 6.2% 12.8% -3.7% -11.9% 11.0%
2014 27.4% 3.5% 3.8% 9.9% 7.9%
2013 29.8% 14.0% 1.9% 3.6% 7.9%
2012 11.9% 11.0% -2.4% 4.2% -0.8%
2011 -2.3% -2.7% -4.3% -7.9% 13.9%
2010 14.1% 11.9% -7.3% 0.5% 9.4%
2009 32.6% -8.9% 21.9% 14.1% 4.7%
2008 -54.6% -26.3% -10.5% -0.2% -31.1%
2007 -6.9% -12.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Macau
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date24/04/2007
  • Share Class size25Mn
  • Base currencyUSD
  • ISIN IE00B19Z3581

Purchase Info

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

Charges

  • Annual management1.35%

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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).