FTF ClearBridge US Value Fund Class EB Income
ISIN GB00BR4W2P90 / Valor null
FTF ClearBridge US Value Fund Class EB Income
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FTF ClearBridge US Value aims to grow by primarily investing in large U.S. companies, dedicating at least 80% of its assets to American stocks and bonds. More than half of the portfolio is held in equities, typically focusing on companies with market capitalizations of $5 billion or higher, though it may include smaller firms when suitable. In addition to these core investments, the fund may hold non-U.S. securities, warrants, cash equivalents, money market instruments, and up to 10% in other investment funds. To manage the portfolio effectively, FTF ClearBridge US Value may also use derivatives.
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