Legg Mason IF Martin Currie US Unconstrained X
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 188,114,500.00 | Launch Date | 26/06/2015 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 100,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BVZ6VF19 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.9400 (on 30/12/2019) |
The fund's goal is to achieve growth of the fund's value over periods of five or more years, through investment of at least 80% of its assets in US companies.
Zehrid Osmani
Zehrid is head of the Global Long-Term Unconstrained team. He joined Martin Currie in May 2018 from BlackRock, where he held a number of senior roles. He was Head of European Equities Research and had responsibility for managing several pan-European equity funds with a specific focus on unconstrained, high-conviction, long-term portfolios. Prior to this, Zehrid managed equity portfolios at Scottish Widows Investment Partnership (SWIP), and was a specialist sector analyst at Commerzbank Securities, UBS Warburg and Credit Lyonnais. Zehrid began his investment career as a trainee fund manager at Scottish Investment Trust. He has a BA in Economics and Finance from University of Paris- Sorbonne and a Masters in International Finance from the University of Glasgow.
Robbie McNab
Robbie is a Portfolio Manager on the Martin Currie North American equity strategy. Robbie joined Martin Currie in 2007 as an investment trainee, researching consumer and industrials companies. During his time at the company, he has also worked as a resources specialist on the Global Resource strategy and latterly as a global investment analyst, focusing on consumer companies. Before coming to Martin Currie, Robbie was a business consultant and sales trainee at Zurich Financial Services. Robbie is a CFA® charter holder. In 2004, he gained an MA in Economics from the University of Glasgow.
| Name | Weight |
|---|---|
| Cash & Cash Equivalents | 0.00% |
| Consumer Discretionary | 14.00% |
| Consumer Staples | 6.00% |
| Health Care | 28.00% |
| Industrials | 3.00% |
| Information Technology | 37.00% |
| Materials | 8.00% |
| Others | 0.00% |
| Name | Weight |
|---|---|
| MASIMO CORP | 8.00% |
| ESTEE LAUDER COMPANIES INC | 6.00% |
| MASTERCARD INC | 6.00% |
| RESMED INC | 6.00% |
| ANSYS INC | 5.00% |
| NIKE INC | 5.00% |
| ADOBE INC | 4.00% |
| AMAZON.COM INC | 4.00% |
| MICROSOFT CORP | 4.00% |
| STARBUCKS CORP | 4.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.