Legg Mason IF Royce US Smaller Companies Fund Class X Accumulation (Hedged)

Name
Legg Mason IF Royce US Smaller Companies Fund Class X Accumulation (Hedged)
Manager
Legg Mason Investment Funds Limited
Type
Open Ended Investment Company
ISIN
GB00B8KFN346
Sector
North American Smaller Companies
Launched
20/06/2013
OCF
0.98 %
3 Year Sharpe
0.05
Yield
0.5 %
Benchmark
Russell 2000 TR GBP
The Fund aims to achieve capital growth, through investment of at least 80% of the net asset value of the Fund in securities of smaller US companies. The Fund seeks to achieve its objective by investing at least 80% of its net asset value in the securities of US smaller companies, measured at the time of investment, with emphasis placed on finding companies that possess excellent business strengths and/or prospects, high internal rates of return and low leverage, and whose securities are trading significantly below the investment manager’s estimate of their current worth.
Holding %
Kadant Inc 2.40 %
MKS Instruments Inc 2.38 %
Genworth MI Canada Inc 2.35 %
Kennedy-Wilson Holdings Inc 2.33 %
Inter Parfums Inc 2.27 %
LCI Industries Inc 2.27 %
Heidrick & Struggles International Inc 2.24 %
Colfax Corp 2.23 %
Meritor Inc 2.23 %
Wolverine World Wide Inc 2.23 %
Region %
United States 88.85 %
Canada 5.43 %
Sector %
Industrials 30.94 %
Technology 21.16 %
Consumer Cyclical 15.69 %
Financial Services 10.42 %
Healthcare 6.86 %
Name
Legg Mason Investment Funds Limited
Address
EC2M 3AB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Lauren Romeo
Joined 01/01/2010

Lauren A. Romeo joined the firm in 2004. Previously, she was a Portfolio Manager at Dalton Greiner, Hartman & Maher (since 2001), an Analyst with Legg Mason Funds Management (2000-2001), and an Analyst with T. Rowe Price Group (1996-2000). Ms. Romeo holds a bachelor's degree from the University of Notre Dame and a Master of Business Administration from the Wharton School of Business at the University of Pennsylvania. She is a CFA® charterholder.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.