2018 Impact Report
Enhancing Fundamental Analysis Through ESG Integration and Active Company Engagement
Legg Mason ClearBridge US Equity Sustainability Leaders Fund
The Fund’s goal is to achieve growth of the Fund’s value in the long term by investing at least 85% of its assets in shares of US companies that meet the fund manager’s financial criteria and its criteria for environmental, social and governance (ESG) policies.
Fund Inception Date: 30 Sept 2015
Morningstar Category: US Large-Cap Blend Equity
ISIN Class A Distr. (A) (USD): IE00BZ1G4Q59
See how ESG strategies enable investors to reap the benefits of responsible, sustainable business and promote positive change through company engagement, proxy voting and raising awareness of ESG issues.
Read the transcript: ESG is now definitively mainstream. Climate change, plastic pollution and inequality among other issues are not only filling news headlines but are also increasingly shaping investors’ decisions. Once seen as an ethical or values-based decision, considering ESG factors in the investment process is now commonly driven by financial motives.
At ClearBridge, we believe companies with positive (ESG) attributes are well positioned to outperform their peers over the long term. That’s why our Sustainability Leaders Strategy invests in high-quality companies that meet our financial and sustainability/ESG criteria, or that are making substantial progress toward becoming a leader in sustainability and ESG policies.
Investing to make an impact can be achieved through strategies that integrate ESG factors into the stock selection process. This enable investors to reap the benefits of responsible, sustainable business and promote positive change through company engagement, proxy voting and raising awareness of ESG issues.
"Environmental, social and governance is now definitively mainstream."
ClearBridge remains at the forefront among asset managers in ESG investing, receiving the highest A+ overall rating from the United Nations-supported Principles for Responsible Investment. We have over 30 years’ experience in promoting and communicating the benefits of including ESG factors when selecting investments and building portfolios.
Our experience demonstrates that an active, long-term commitment to ESG integration is good business. We hold companies for seven years on average across our portfolios. This approach naturally aligns with a focus on sustainability and puts the firm in a privileged position to engage with invested companies, encouraging better ESG practices over time.
As part of the integration into our fundamental research process, we calculate and assign our own ESG ratings to every company in our coverage universe. We use those ratings to track progress toward stated goals over time and drive engagement with the companies we own.
Our annual Impact Report offers a comprehensive look at how ESG principles are shaping our current investment choices and returns.
The value of investments and the income from them may go down as well as up.
Why ClearBridge Investments?
engaging with companies on ESG
Mary Jane McQuillen, a renowned
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This is a sub-fund of Legg Mason Global Funds plc (“LMGF plc”). LMGF is an open-ended investment company with variable capital, organised as an undertaking for collective investment in transferable securities (“UCITS”). LMGF 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 Legg Mason, Inc. company or affiliate (together "Legg Mason").
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 LMGF plc’s registered office at Riverside Two, Sir John Rogerson’s Quay, Grand Canal Dock, Dublin 2, Ireland, from LMGF plc’s administrator, BNY Mellon Fund Services (Ireland) Limited, or from www.leggmasonglobal.com.
This financial promotion is issued by Legg Mason Investments (Europe) Limited, registered office 201 Bishopsgate, London, EC2M 3AB. Registered in England and Wales, Company No. 1732037. Authorised and regulated by the UK Financial Conduct Authority. 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 Switzerland, issued and approved by Legg Mason Investments (Switzerland) GmbH, authorised by the Swiss Financial Market Supervisory Authority FINMA. 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 [Legg Mason Investments (Europe) Limited, Zweigniederlassung Frankfurt am Main, MesseTurm, 21. Etage, Friedrich-Ebert-Anlage 49, 60308 Frankfurt a.M., Germany] or from www.leggmasonglobal.com.
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