FTF ClearBridge US Value Fund Class S Accumulation
Fund
ISIN GB00BR4W2S22 / Valor null
NAV (2024-12-03)
GBP 125.40+0.16%
FTF ClearBridge US Value Fund Class S Accumulation
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The Fund aims to grow in value over a full market cycle (typically three to five years) after all fees and costs are deducted. There is no guarantee that the Fund will achieve its objective over this or any other time period. Capital invested is at risk and you may get back less than you paid in.
Fund Exposure
The Fund invests at least 80% of its assets in shares of US companies and debt securities or bonds issued by US companies. The Investment Manager seeks to invest in companies with a market capitalization of US$ 5 billion or above, with the flexibility to invest in smaller companies if deemed appropriate. The Fund focuses on investments in the US, with no more than 20% of assets invested in non-US companies.
Risks
Investors should be aware that the Fund is actively managed and does not replicate a benchmark. The Fund may use derivatives for efficient portfolio management, with the potential for more speculative use in the future. Additionally, the Fund's performance may be compared to the Russell 1000 Value Index, and it may not be suitable for investors planning to withdraw their money within five years.