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Legg Mason IF CB Glbl Eq Inc X Inc (GB00B85JH625.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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123.00-2.00 (-1.60%)
At close: 06:07PM EDT

Legg Mason IF CB Glbl Eq Inc X Inc

75 King William Street

Management information
Safa R. Muhtaseb,Lead manager since 22 May 2008
Safa is a member of ClearBridge's Global Value Equity investment team and co-manages global and international strategies. In addition to portfolio management, Safa covers the consumer, healthcare and financials sectors for our international and global portfolios. He has 27 years of investment industry experience.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGlobal Equity Income
Fund familyLegg Mason Investment Funds Limited
Net assets28.49M
YTD return1.85%
Yield3.63%
Morningstar rating★★★★
Inception date9 Jun 2013

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover96.40%
Average for categoryN/A

Fees and expenses

ExpenseGB00B85JH625.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A