FTGF Clearbridge US Equity Sust Leaders Fund

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There is only one type of share class for this fund.

FTGF ClearBridge US Equity Sustainability Leaders Fund Class X GBP Accumulating

Category US Large-Cap Blend Equity

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

Last buy/sell price

£353.69

arrow-down£-3.91 (-1.09%)

Fund Code

LMLXA

BZ1NPT6

IE00BZ1NPT63

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund’s investment objective is to provide long term capital appreciation. The Fund invests at all times at least 85% of its Net Asset Value in US equity securities (including common stock and preferred shares) that are listed or traded on Regulated Markets in the United States and that are issued by companies that meet the Investment Manager’s financial criteria and its criteria for sustainability and environmental, social and governance (“ESG”) policies (“Sustainability Leaders”).

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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 International Services S.à r.l.

Fund launch date

30 Sep 2015

Domicile

Ireland

UCITS

Yes

Fund manager

Mary McQuillen

Manager start date

30 Sep 2015

Fund manager biography

Head of Environmental, Social and Governance Investment, Industry since 1996, Firm since 1996, Columbia Business School - MBA, Fordham University - BS, Member of the ClearBridge Investments Proxy Committee. Mary Jane serves on the Board of Directors for the Sustainable Investments Institute (Si2). She is a former Board member of the IRRC Institute and the CFA Society of New York. She is also a former Board member of the Forum for Sustainable and Responsible Investment (US SIF). Mary Jane is a member of the UN Principles for Responsible Investment (UN PRI) Listed Equities Steering Committee and the ESG Integration Sub-Committee.

Fund manager

Benedict Buckley

Manager start date

31 Dec 2024

Fund manager biography

Benedict is a Portfolio Manager on the Sustainability Leaders Strategy at ClearBridge Investments. He joined ClearBridge in 2013 and has 11 years of investment industry experience and 5 years of related industry experience. Benedict joined ClearBridge as an ESG Research Associate, was named a Portfolio Analyst on the Sustainability Leaders Strategy in 2016 and became a Portfolio Manager in 2024. Prior to joining ClearBridge, he worked as a Research Associate at the World Resources Institute and Senior Research Analyst at Trucost. Benedict has an M.S.c. in environmental technology from Imperial College London and a B.S.c in biology from the University of Manchester. He is also a member of the CFA Institute and CFA Society New York.

Head office

8A, rue Albert Borschette

Luxembourg

L-1246

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Important Information

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