Legg Mason ClearBridge Global Eq Inc A USD Acc

Ranked 81 out of 86 in - Global Equity Income over 36 months
All calculations are in GBP unless stated

Managed by

Sean Bogda

Sean Bogda is a member of ClearBridge's global equity investment team and also is responsible for covering the industrials/cyclicals, energy and utilities sectors for international and global portfolios. He has 21 years’ investment industry experience. Sean joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management, where he began his career as a research assistant in 1993.

Paul Ehrlichman

Paul Ehrlichman is the head of ClearBridge's Global Value Equity investment team and a portfolio manager with 31 years’ experience. Prior to launching predecessor firm Global Currents Investment Management in 2008, he spent 18 years at Brandywine Global Investment Management as global equity CIO and managing director. Before joining Brandywine Global, he was a portfolio manager with Provident Capital Management and a securities analyst at First Pennsylvania Bank.

Safa Muhtaseb

Safa Muhtaseb is a member of ClearBridge's Global Equity investment team. In addition to portfolio management, he is responsible for covering the healthcare sector for the firm’s international and global portfolios. He has 26 years’ investment experience. Safa joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management. Prior to joining Global Currents, he had been a portfolio manager with Brandywine Global for three years.

Grace Su

Objective

The Fund seeks is to generate long-term capital appreciation, by investing at least 70% of its Net Asset Value in equity securities of companies domiciled in any country of the world. The Sub Investment Manager will seek to invest in companies domiciled in Developed and Emerging Market Countries, although it will primarily focus on companies from Developed Countries. The Fund will invest across a diversified range of industries. While there are no capitalisation restrictions, the Fund will seek to invest primarily in large-capitalisation companies.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.2%
2018 -13.0% -5.8% 1.3% 2.4% -11.0%
2017 11.8% 6.6% 0.9% 1.6% 2.3%
2016 23.3% 0.0% 7.7% 9.3% 4.7%
2015 3.8% 8.6% -3.7% -5.2% 4.7%
2014 0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
BNY Mellon cash reserves fund 6.57%
Roche Holding AG Par 2.70%
BNP Paribas SA ORD 2.69%
Novartis AG ORD 2.63%
China Construction Bank Corp ORD 2.28%
HSBC Holdings PLC ORD 2.12%
Nutrien Ltd ORD 1.97%
Marr SpA ORD 1.95%
Zhejiang Expressway Co Ltd ORD 1.92%
AT&T Inc ORD 1.92%
31/03/2019

Registered For Sale In

  1. Finland
  2. Ireland
  3. Italy
  4. Luxembourg
  5. Norway
  6. Singapore
  7. Spain
  8. Sweden
  9. United Kingdom

Fund Info

  • Launch date15/09/2014
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BQ3G0P10

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).