Legg Mason AM – Clearbridge US Aggressive Growth Fund

Legg Mason AM – Clearbridge US Aggressive Growth Fund Review

Fund objective

Legg Mason Asset Management – Clearbridge US Aggressive Growth Fund seeks to generate long-term capital appreciation by investing in the securities of US companies of any market capitalisation that the Investment Manager believes are experiencing, or have potential to experience, above-average growth of earnings and/or cash flow.

Investment Strategy

Legg Mason Asset Management – Clearbridge US Aggressive Growth Fund invests at least 70% of its net asset value in common stocks of US Companies which are listed or traded on Regulated Markets in the United States and that the Sub-Investment Manager believes are experiencing, or have the potential to experience, growth of earnings and/or cash flow that exceed the average earnings and/or cash flow growth rate of companies having securities included in the Standard & Poor’s Daily Price Index of 500 Common Stocks.

The Fund may invest in the securities of small, medium and large companies offering prospects of long-term earnings growth and/or cash flow without a specific target weighting for company size. The Sub-Investment Manager focuses its stock selection on the diversified group of emerging growth companies that may have passed their “start-up” phase and show positive earnings and the prospect of achieving significant profit gains in the 2 to 3 years after the Fund acquires their stocks.

Legg Mason Asset Management – Clearbridge US Aggressive Growth Fund may also invest in aggregate up to 30% of its net asset value in convertible securities, preferred stocks, warrant and Rule 144A securities, money market instruments and mortgage-backed or asset-backed securities, which are listed or traded on Regulated Markets in the United States, and up to 20% of its net asset value in securities of non-US issuers or non-US companies (including American depositary receipts and global depositary receipts). The Fund may invest in certain types of derivative instruments for efficient portfolio management purposes.

Who is Legg Mason AM – Clearbridge US Aggressive Growth Fund suitable for?

Legg Mason Asset Management – Clearbridge US Aggressive Growth Fund is only suitable for investors who:

• are looking to invest in a fund that is seeking long-term capital appreciation
• are willing to accept fluctuations (sometimes significant) in the net asset value per share of the Fund during the short term

Dividend or Income payout frequency: N.A.

For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.

What are the key risks of Legg Mason AM – Clearbridge US Aggressive Growth Fund?

The value of Legg Mason Asset Management – Clearbridge US Aggressive Growth Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.

Some of the key risks associated with Legg Mason Asset Management – Clearbridge US Aggressive Growth Fund are described below:

Market and Credit Risks

• You are exposed to equity markets risks (including in the United States) as this is an equity fund
• You are exposed to currency risks

Liquidity Risks

• Fund liquidity may be affected during exceptional circumstances
• The Fund is not listed

Product-Specific Risks

• You may be exposed to concentration risks
• You are exposed to custody and settlement risks
• You are exposed to derivatives risks

Investment Fees and Charges

For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.

Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.

Where can I get more details about Legg Mason AM – Clearbridge US Aggressive Growth Fund

• Legg Mason Asset Management – Clearbridge US Aggressive Growth Fund Fact Sheet (Open in New Window)
• Legg Mason Asset Management – Clearbridge US Aggressive Growth Fund Product Highlight Sheet (Open in New Window)
• Speak to a licensed licensed financial adviser

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