The Fund invests at all times at least 85 per cent of its Net Asset Value in US equity securities that are listed or traded on Regulated Markets in the United States as set out in Schedule III of the Base Prospectus and that are issued by companies that meet the Sub-Investment Manager’s financial criteria and its criteria for sustainability and environmental, social and governance (“ESG”) policies. The Sub-Investment Manager uses an established proprietary research and engagement process to determine whether a company is a Sustainability Leader. This proprietary process of the Sub-Investment Manager includes generating an ESG ratings system based on the Sub-Investment Manager’s long standing experience managing ESG investment strategies and identifying ESG best practices. Sustainability leadership may be assessed both quantitatively and qualitatively, through the Sub-Investment Manager’s ESG ratings system and its direct research and engagement process.
Entre los fondos de la categoría RV USA - Moneda Cubierta, que invierten en Renta Variable, el fondo Legg Mason CB US Eq SL, con ISIN IE00BZ1G3N53, de la gestora Legg Mason Investments Europe Ltd se sitúa en la posición 21. En los últimos 12 meses ha obtenido una rentabilidad del 17,61% con una volatilidad del 4,96%. El patrimonio total asciende a 3.002.088 EUR a fecha de 25 de November de 2017.