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Legg Mason Clearbridge Value A Acc USD

Ranked 123 out of 139 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 : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4%
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. Norway
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date24/04/2007
  • Share Class size24Mn
  • 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).