FTF Clearbridge US Equity Income Fund

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FTF ClearBridge US Equity Income Fund W- H2 Income

Category Other Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£3.197

arrow-up£0.023 (+0.72%)

Fund Code

LMCHI

BMF4TS1

GB00BMF4TS11

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund aims to generate income and increase in value through investment growth, over periods of five years or more, after all fees and costs are deducted. The Fund invests at least 70% of its assets in shares of US companies.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Franklin Templeton Fund Management Ltd

Fund launch date

23 Sep 2022

Domicile

United Kingdom

UCITS

Yes

Fund manager

Michael Clarfeld

Manager start date

17 Oct 2011

Fund manager biography

Michael is a member of the Income Solutions team and co-manages the Dividend Strategy and Energy MLP products. He joined ClearBridge Investments in 2006 as a Research Analyst and was named a Portfolio Manager in 2009. Michael has 20 years of investment industry experience. Prior to joining ClearBridge, Michael served as an Equity Analyst at Hygrove Partners and was a Financial Analyst at Goldman Sachs. He is a member of the CFA Institute and of the New York Society of Security Analysts. Michael received his BA in History from Duke University.

Fund manager

John Baldi

Manager start date

01 Apr 2019

Fund manager biography

John Baldi is a Portfolio Manager and co-manages the Dividend Strategy and Dividend Strategy ESG portfolios. Prior to his appointment to the Portfolio Management team, John served as a Senior Portfolio Analyst at ClearBridge. John has 23 years of investment industry experience and joined a predecessor organization in 2004. John previously served as a Senior Analyst for Specialty Finance at JPMorgan Chase. John earned a BS in Finance and Economics from Boston College. See more at: https://www.clearbridge.com/content/clearbridge/en-us/about/team/portfolio-management/baldi-john.html#sthash.8Eq9Nzlh.dpuf

Head office

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London

United Kingdom

WC2N 6HT

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Important Information

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