• aggressivegrowth > 美盛环球基金系列
  • 美盛环球基金系列

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    Legg Mason Global Funds Plc
    As at 29 February 2012
    Legg Mason ClearBridge US Aggressive Growth Fund
    Standard & Poor's Fund Management Rating1 AA SUB-INVESTMENT MANAGER
    ClearBridge Advisors
    ABOUT THE FUND
    The Fund seeks to generate long-term capital appreciation by investing at least 70% of its Total Asset Value in the securities of small or mediumsized, and to a lesser degree large, well-known U.S. companies that the Sub-Investment Manager believes are experiencing, or have potential to experience, growth of earnings and/or cash flow that exceed those of the S&P 500.
    INVESTMENT INVOLVES RISKS. Past performance is not indicative of future results. Investors should read and understand the Fund's most current offering document, including details of risk factors relevant to the Fund, in particular, the risk of investment in mortgage backed securities, asset backed securities and derivatives, before making an investment in the Fund. ■ An investment in the Fund may not be suitable for all investors. The investment decision is yours but you should not invest in the Fund unless the intermediary who sells it to you has advised you that it is suitable for you and has explained why, including how buying it would be consistent with your investment objectives.
    ■ ■
    PERFORMANCE
    YTD Class A Acc Class A Dis (A) Benchmark Calendar Year Class A Acc Class A Dis (A) Benchmark 12.24% 12.24% 11.04% 2011 -2.64% -2.64% 2.18% 3 Months 10.75% 10.74% 10.69% 2010 23.50% 23.48% 17.64% 1 Year 3.73% 3.73% 7.19% 2009 34.82% 34.80% 37.01% 3 Years 109.16% 109.12% 108.65% 2008 -40.90% -40.89% -38.44% 5 Years 10.30% 10.32% 24.51% 2007 0.09% 0.13% 11.40% Since Inception 46.81% 46.84% -2.11% 2006 9.56% 9.56% 9.46%
    FUND DETAILS
    Reference Currency Minimum Investment Amount - Initial - Subsequent Fees - Initial Charge - Management Fee Trading Frequency Fund Launch Date Performance Inception Date - Class A Acc USD - Class A Dis (A) USD Domicile NAV Listing US Dollars USD 1,000 USD 500 Up to 5.00% Up to 1.30% p.a. Daily 20 April 2007 25 May 2000 25 May 2000 Dublin, Ireland The Financial Times / HK Economic Journal / South China Morning Post IE00B19Z9Z06 / IE00B19Z9P08 LCUAGAA ID / LCUAGAI ID

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