This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions. This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements.
A US equity fund that seeks long-term growth by investing in a concentrated all-cap portfolio of high-quality companies with outstanding environmental, social and governance (ESG) characteristics.
A US equity fund that seeks long-term growth by investing in a concentrated all-cap portfolio of high-quality companies with outstanding environmental, social and governance (ESG) characteristics.
Builds on ClearBridge's* legacy and expertise in integrating ESG research as a core component of its fundamental research
*A Franklin Templeton Specialised Investment Manager
Diversifies across positions, industries and market capitalisations with meaningful exposure to sustainable business models that address global challenges
Takes a long-term approach that facilitates company engagement to promote prudent financial management and best-in-class ESG practices
ClearBridge believes that high-quality companies with a sustainable competitive advantage are likely to outperform through a full market cycle. The strategy leverages the firm's 30+ years of experience engaging on ESG issues and its integration of ESG factors and ratings into the fundamental research process to uncover investment opportunities.
Quantitative screening and fundamental analysis, backed by ClearBridge's extensive experience and resources, helps identify high-quality companies with attractive valuations, strong fundamentals, and management teams that allocate capital effectively.
ESG factors help shape conviction, influencing whether a particular company should be held, for how long and at what position size.
The managers construct a concentrated US equity portfolio of high-conviction ideas with a multi-year time horizon while striving to maintain exposure across industries and market capitalisations.
A long-term view allows the investment team to engage directly with companies on ESG practices and take an active role in proxy voting, a critical aspect of active investment management.
Further information in relation to the sustainability-related aspects of the Fund can be found here. Please review all of the fund’s objectives and characteristics before investing.
The ClearBridge Sustainability Leaders Strategy is managed by Derek Deutsch, CFA and Mary Jane McQuillen. The Strategy is supported by two dedicated Portfolio Analysts. The team is also supported by the Firm's internal Fundamental Research Team, whose Sector Analysts have specific ESG criteria that they consider in addition to the fundamental research coverage of portfolio holdings.
Portfolio Manager, Industry since 1996
ESG evaluation is not a separate process at ClearBridge. Their fundamental research process incorporates ESG perspectives that go beyond traditional passive negative screens and overlays.
Every company within the ClearBridge research universe receives a rating intended to signal to investment teams how well a company has executed against ESG practices. ClearBridge analysts assign companies one of four proprietary ESG ratings, ranging from AAA (highest) to B (lowest), based on company performance/behavior and a comparison with industry peers.
Advocacy via active proxy voting and engagement with company management. As high-conviction investors who own companies for the long haul, ClearBridge is positioned to help guide and influence company management on issues related to ESG.
We offer UK investors a diverse range of active and passive strategies – from growth to value and equity income and from mega cap to small cap.
For more than 70 years, our equity investment teams have been helping investors meet their objectives from value and growth investing to global and local mandates.
FTGF ClearBridge US Equity Sustainability Leaders Fund
The fund is subject to the following risks which are materially relevant but may not be adequately captured by the indicator
Concentrated fund: The fund invests in fewer companies than other funds which invest in shares usually do. This means that the fund does not spread its risk as widely as other funds and will therefore be affected more if an individual company has significant losses.
Environmental, social and governance (ESG) policy: The fund follows an ESG investment policy that may limit the number of investment opportunities available to the fund which may affect its performance compared to other funds that do not employ such investment policies.
Fund operations: The fund is subject to the risk of loss resulting from inadequate or failed internal processes, people or systems or those of third parties such as those responsible for the custody of its assets, especially to the extent that it invests in developing countries.
Geographical focus: This fund invests primarily in the United States, which means that it is more sensitive to local economic, market, political or regulatory events in the United States, and will be more affected by these events than other funds that invest in a broader range of regions.
Investment in company shares: The fund invests in shares of companies, and the value of these shares can be negatively affected by changes in the company, its industry or the economy in which it operates.
Sustainability: The fund's integration of sustainability risks in the investment decision process may have the effect of excluding profitable investments from the investment universe of the fund and may also cause the fund to sell investments that will continue to perform well. A sustainability risk could materialise due to an environmental, social or governance event or condition which may impact the fund's investments and negatively affect the returns of the fund.
For further explanation on the risks associated with an investment in the fund, please refer to the section entitled "Risk Factors" in the base prospectus and "Primary Risks" in the fund supplement.Complete information on the risks of investing in the Fund are set out in the Fund’s prospectus.
The value of investments and the income from them may go down as well as up and you may not get back the amount you originally invested.
Important information
This fund meets the requirements under Article 8 of the EU Sustainable Finance Disclosure Regulation (SFDR); the fund has binding commitments in its investment policy to promote environmental and/or social characteristics and any companies in which it invests should follow good governance practices.
Further information in relation to the sustainability-related aspects of the Fund can be found at franklintempleton.lu/SFDR. Please review all of the fund's objectives and characteristics before investing.
This is a sub-fund of Legg Mason Global Funds plc ('FTGF'). FTGF is an open-ended investment company with variable capital, organised as an undertaking for collective investment in transferable securities ('UCITS'). FTGF is authorised in Ireland by the Central Bank of Ireland. Information has been prepared from sources believed reliable. It is not guaranteed in any way by any Franklin Resources, Inc. company or affiliate (together 'Franklin Templeton'). Before investing you should read the application form Prospectus and KIID. The fund documents may be obtained free of charge in English, French, German, Italian and Spanish from FTGF's registered office at Riverside Two, Sir John Rogerson's Quay, Grand Canal Dock, Dublin 2, Ireland, from FTGF's administrator, BNY Mellon Fund Services (Ireland) Limited, requested via FT's European Facilities Service which is available at https://www.eifs.lu/franklintempleton or please visit www.franklinresources.com to be directed to your local Franklin Templeton website.
For the avoidance of doubt, if you make a decision to invest, you will be buying units/shares in the Fund and will not be investing directly in the underlying assets of the Fund.
In addition, a summary of investor rights is available from franklintempleton.lu. The summary is available in English.
The sub-funds of FTGF are notified for marketing in multiple EU Member States under the UCITS Directive. FTGF can terminate such notifications for any share class and/or sub-fund at any time by using the process contained in Article 93a of the UCITS Directive.
In Europe (excluding UK & Switzerland) this financial promotion is issued by Franklin Templeton International Services S.à r.l. – Supervised by the Commission de Surveillance du Secteur Financier – 8A, rue Albert Borschette, L-1246 Luxembourg - Tel: +352-46 66 67-1 - Fax: +352-46 66 76.
In the UK, this financial promotion is issued by Franklin Templeton Investment Management Limited (FTIML) Registered office: Cannon Place, 78 Cannon Street, London, EC4N 6HL. FTIML is authorised and regulated by the Financial Conduct Authority. UK Investors should also read the Fund's Supplementary Information Document.
In Switzerland, this financial promotion is issued by Franklin Templeton Switzerland Ltd. Investors in Switzerland: The representative in Switzerland is FIRST INDEPENDENT FUND SERVICES LTD., Klausstrasse 33, 8008 Zurich, Switzerland and the paying agent in Switzerland is NPB Neue Privat Bank AG, Limmatquai 1, 8024 Zurich, Switzerland. Copies of the Articles of Association, the Prospectus, the Key Investor Information Documents and the annual and semi-annual reports of the Company may be obtained free of charge from the representative in Switzerland.
German investors: The prospectus, Key Investor Information Document, annual report and semi-annual report are available free of charge from the German Information agent [Franklin Templeton International Services S.à r.l.,Niederlassung , Postfach 11 18 03, 60053 Frankfurt a. M., Mainzer Landstraße 16, 60325 Frankfurt a. M.] or from www.franklintempleton.de.
French Investors: The representative paying agent in France, through which the KIIDs, Prospectus, semi-annual and annual reports can be obtained free of charge is CACEIS Bank, 1/3, Place Valhubert, 75013 Paris, France.
In the Middle East: Issued by Franklin Templeton Investments (ME) Limited, authorized and regulated by the Dubai Financial Services Authority. Franklin Templeton Investments, The Gate, East Wing, Level 2, Dubai International Financial Centre, P.O. Box 506613, Dubai, U.A.E., Tel.: +9714-4284100 Fax:+9714-4284140.
The aforementioned Franklin Templeton entities are wholly owned subsidiaries of Franklin Resources, Inc.
