Legg Mason CB US Eq Sust Ldrs X GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe1.29
  • 3 Year alpha2.21
  • 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

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 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”).

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