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Legg Mason ClearBridge Aggressive Growth Fund X GBP Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderLegg Mason Investments (Ireland) Limited
Fund SummaryThe Fund seeks to generate long-term capitalappreciation by investing in the securities of UScompanies of any market capitalisation that theInvestment Manager believes are experiencing, orhave potential to experience, above-average growthof earnings and/or cash flow.
SEDOL codeB19ZB10
Fund codeLMAGA
ManagersEvan Bauman, Richard Freeman
Manager Tenure13 years
Morningstar CategoryUS Large-Cap Growth Equity
IMA SectorNorth America
Fund Size£667 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)1.12%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£206.5100
Buy Price£206.5100
Price Change+1.0027%
Price Date28th September 2020
YieldCurrently unavailable
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date22nd September 2014
Fund StatusOPEN
Evan co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies. He has 24 years of investment industry experience, all with the firm and its predecessors. Evan joined the organization in 1996 as an intern before graduating with a BS in Mathematics from Duke University.

3-year Mean Monthly Return: 0.455%

Annual Returns2019201820172016201520142013
Fund Performance+3.26%+0.23%+11.91%+21.65%+3.94%+13.76%+16.69%
Benchmark Performance
(US Large-Cap Growth Equity)
Time PeriodCumulativeBenchmark Performance
(US Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day1.00%+23.94%-22.94%
1 week2.04%-1.02%+3.06%
1 month2.90%+6.41%-3.51%
3 months4.86%+36.41%-31.55%
6 months24.46%+25.26%-0.80%
1 year5.11%+19.25%-14.14%
3 years6.33%+19.86%-13.52%
5 years11.18%+17.14%-5.96%
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
Since inception10.25%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
Comcast Corp Class AUSA9.32%
Biogen IncUSA7.86%
Vertex Pharmaceuticals IncUSA6.05%
Twitter IncUSA4.78%
UnitedHealth Group IncUSA4.12%
Seagate Technology PLCSGP4.07%
TE Connectivity LtdUSA4.00%
Broadcom IncUSA3.63%
Nuance Communications IncUSA3.62%
Discovery Inc Class AUSA3.59%

Currently unavailable