FTGF Clearbridge US Equity Sust Leaders Fund

Select share classes
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

£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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
star-filled
5 - year
Morningstar returnLow
Morningstar riskAbove Average
Morningstar rating
star-filled
Overall
Morningstar returnLow
Morningstar riskAbove Average
Morningstar rating
star-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)



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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.