FTF Clearbridge US Equity Income Fund

Select share classes

FTF ClearBridge US Equity Income Fund W Accumulation

Category US Equity Income


star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£4.905

arrow-up£0.002 (+0.04%)

Fund Code

LMWWA

BMF4SY0

GB00BMF4SY06

Prices updated as at 26 Sep 2024
|
Prices in GBP

Investment objective
The Fund aims to generate income and increase in value through investment growth, over periods of five years or more, after all fees and costs are deducted. The Fund invests at least 70% of its assets in shares of US companies.

Annual charges

Product charges
0.77
0.19
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 17 Sep 2024pdf
Key Information Document / Technical Guide 28 Jun 2024pdf
Annual Short Report 23 Apr 2024pdf
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.