Legg Mason IF Martin Currie North American Fund Class X Accumulation

Name
Legg Mason IF Martin Currie North American Fund Class X Accumulation
Manager
Legg Mason Investment Funds Limited
Type
Open Ended Investment Company
ISIN
GB00BVZ6VF19
Sector
North America
Launched
26/06/2015
OCF
0.94 %
Risk Rating
4
3 Year Sharpe
1.32
3 Year Alpha
0.03
Yield
0.5 %
Benchmark
MSCI North America NR USD
To achieve capital growth through investment in the United States of America and Canada. The Fund seeks to achieve its objective by investing at least 80% of its net asset value in securities of companies domiciled or having their principal activities in the United States of America and Canada. The Fund will invest principally in equity securities but it may also invest in units in other transferable securities, money market instruments, deposits and collective investment schemes.
Region %
United States 94.73 %
Canada 5.27 %
Sector %
Healthcare 19.13 %
Industrials 18.60 %
Technology 18.04 %
Financial Services 16.42 %
Consumer Cyclical 11.53 %
Energy 5.13 %
Name
Legg Mason Investment Funds Limited
Address
EC2M 3AB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Chris Connor
Joined 05/01/2017

Chris joined Martin Currie in 2006. Alongside James Fairweather, he co-manages Martin Currie’s Global Alpha strategies. Before moving to the global team, he analyzed stocks for Martin Currie’s UK products. Chris joined Martin Currie as a trainee and initially focused on industrial stocks as part of Martin Currie’s sector team. He has a degree in economics and economic history from the University of Edinburgh. In 2005, he completed an internship with Schroder Investment Management’s global equity research division.

Data provided by Morningstar.

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