Legg Mason IF Clearbridge US Equity Fund Class A Acc GBP

Buy/Sell Price  (as of 24/09/2018) £2.35   Day Change :  0.26%     Fund Code:  LMGBG 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Sam co-manages the Value Equity Strategy and the All Cap Value Strategy. He has 24 years of investment industry experience. Sam joined ClearBridge, LLC (f/k/a Legg Mason Capital Management, LLC) in 2005. Previously, Sam served as a Portfolio Manager and Health Care Sector Team Leader for Fidelity Management & Research. Sam joined Fidelity in 1999 as a bank analyst. He founded Samuel M. Peters Investment Advisors, an independent advisory firm. Sam was a financial consultant for Eppler, Guerin & Turner. Sam serves on the Board of Trustees for the Gilman School in Baltimore, Maryland, is a board member of the Merchant Livestock Company and is a board member emeritus of the College of William & Mary's Endowment Committee. Sam also serves on the Board of Trustees of the Santa Fe Institute, a leading, multi-disciplinary research laboratory dedicated to developing and advancing solutions to complex problems in physical, biological and social systems. Sam earned a BA in economics from the College of William & Mary and an MBA from the University of Chicago. He received the CFA designation in 1997. - See more at: https://www.clearbridge.com/about/team/portfolio-management/peters-sam.html?team=portfolio_management#sthash.9Ysk0KIZ.dpuf


Jean Yu, CFA, PhD Managing Director, Portfolio Manager Experience: 14 years of investment industry experience Joined ClearBridge, LLC (f/k/a Legg Mason Capital Management, LLC) in 2002 Member of the CFA Institute ISO Health Care Group - Senior Business Analyst PhD in Molecular Biology from Columbia University MBA in Health Sector Management and Finance from Duke University MD from Beijing Medical University
Investment HouseLegg Mason
Fund ProviderLegg Mason Investment Funds Limited
ManagerSam Peters   Biography
ManagerJean Yu   Biography

Fund Objective The funds goal is to achieve growth of your investment.

Key Statistics

Fund Status
Fund TypeOEIC
12-Month NAV High £2.39
12-Month NAV Low £2.00
Fund Comparative Index -
Morningstar CategoryTMUS Large-Cap Blend Equity
Dividend FrequencyYearly
Historic Yield0.10%

Annual Charges

Morningstar ratings

 as of  31/08/2018
Overall1 star
3 Years1 star
5 Years1 star
10 Years1 star

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  24/09/2018

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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