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
star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£351.51

arrow-down£-2.18 (-0.62%)

Fund Code

LMLXA

BZ1NPT6

IE00BZ1NPT63

Prices updated as at 15 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.

Portfolio as of 30/11/2025

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Large core

40.45%

% Weight
Value
Core
Growth
Large

20

40

16

Medium

2

11

5

Small

1

3

0

Valuation

FTGF ClearBridge US Equity Sustainability Leaders Fund Class X GBP Accumulating
US Large-Cap Blend Equity

23.88

23.88
22.75

2.64

2.64
3.31

4.58

4.58
4.89

17.19

17.19
16.49

Growth rate

FTGF ClearBridge US Equity Sustainability Leaders Fund Class X GBP Accumulating
US Large-Cap Blend Equity

10.23%

10.23%
10.22%

1.09%

1.09%
1.14%

13.91%

13.91%
11.46%

Top 10 holdings

1
Microsoft Corp
Sector
-
Country
United States
% of assets
7.08496
2
NVIDIA Corp
Sector
-
Country
United States
% of assets
5.74231
3
Apple Inc
Sector
-
Country
United States
% of assets
5.63225
4
Broadcom Inc
Sector
-
Country
United States
% of assets
5.13085
5
Amazon.com Inc
Sector
-
Country
United States
% of assets
5.00988
6
Alphabet Inc Class A
Sector
-
Country
United States
% of assets
4.62456
7
Johnson & Johnson
Sector
-
Country
United States
% of assets
3.04279
8
JPMorgan Chase & Co
Sector
-
Country
United States
% of assets
2.88753
9
Netflix Inc
Sector
-
Country
United States
% of assets
2.11842
10
Bank of America Corp
Sector
-
Country
United States
% of assets
2.07618
Assets in top 10 holdings %

43.35%

Total no. of equity holdings

57.00

Total no. of bond holdings

-

Stock sectors

FTGF ClearBridge US Equity Sustainability Leaders Fund Class X GBP Accumulating
US Large-Cap Blend Equity

29.84%

Basic materials

4.70%
-

Con cyclical

9.82%
-

Financial svs

12.89%
-

Real estate

2.44%
-

53.02%

Comm services

8.94%
-

Energy

-
-

Industrials

12.61%
-

Technology

31.46%
-

17.14%

Con defensive

3.45%
-

Healthcare

10.27%
-

Utilities

3.42%
-


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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