Legg Mason CB US Eq Sust Ldrs X GBP Acc
Fund
Fund Info
- Yield History-
- 3 Year sharpe1.23
- 3 Year alpha1.56
- Distribution Typeaccumulation
- BenchmarkRussell 3000 TR USD
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF1.10%
- IA SectorNorth America
- Manager GroupFranklin Templeton
- DomicileIreland
- ISINIE00BZ1NPT63
Investment Strategy
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 as set out in Schedule III of the Base Prospectus and that are issued by companies that meet the Investment Manager’s financial criteria (as discussed below) and its criteria for sustainability and environmental, social and governance (“ESG”) policies (“Sustainability Leaders”).
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