FTGF ClearBridge US Equity Sustainability Leaders Fund - P2 GBP Accumulating/  IE00BKLTP554  /

Fonds
NAV2025-07-10 Chg.+0.2700 Type of yield Investment Focus Investment company
177.3000GBP +0.15% reinvestment Equity Mixed Sectors Franklin Templeton 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 1.72 -3.58 -7.57 8.91 8.34 1.32 0.69 3.90 1.24 6.85 1.90 2.34 +27.90%
2021 -1.25 -0.52 5.45 3.28 -2.17 4.57 1.50 4.59 -3.02 6.08 2.40 2.35 +25.29%
2022 -7.30 -2.64 3.59 -5.34 -0.98 -4.19 10.76 1.66 -5.61 3.90 1.28 -6.41 -12.10%
2023 5.36 -0.27 -1.98 -2.14 0.63 2.82 1.77 -1.59 -1.97 -2.59 6.03 4.46 +10.48%
2024 1.09 5.40 3.28 -4.04 1.23 2.31 0.16 -0.84 -0.19 1.51 7.71 -1.69 +16.52%
2025 3.57 -3.88 -8.83 -3.20 5.56 2.11 1.98 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 22.61% 23.07% 19.02% 16.19% 16.13%
Sharpe ratio -0.37 -0.48 0.00 0.35 0.49
Best month +5.56% +5.56% +7.71% +10.76% +10.76%
Worst month -8.83% -8.83% -8.83% -8.83% -8.83%
Maximum loss -22.88% -22.88% -22.88% -22.88% -22.88%
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
FTGF ClearBridge US Equity Susta... paying dividend 317.4500 +7.62% +41.37%
FTGF ClearBridge US Equity Susta... reinvestment 361.0700 +1.78% +23.67%
FTGF ClearBridge US Equity Susta... reinvestment 168.4900 -0.14% +22.13%
FTGF ClearBridge US Equity Susta... reinvestment 121.9300 -0.19% +21.75%
FTGF ClearBridge US Equity Susta... reinvestment 177.3000 +2.01% +24.52%
FTGF ClearBridge US Equity Susta... paying dividend 172.3500 +2.02% +24.62%
FTGF ClearBridge US Equity Susta... reinvestment 134.0900 +0.22% +23.57%
FTGF ClearBridge US Equity Susta... reinvestment 195.2400 +7.25% +39.91%
FTGF ClearBridge US Equity Susta... reinvestment 174.0900 +7.41% +38.19%
FTGF ClearBridge US Equity Susta... paying dividend 296.7300 +6.60% +37.41%
FTGF ClearBridge US Equity Susta... paying dividend 314.6700 +7.34% +40.03%
FTGF ClearBridge US Equity Susta... reinvestment 330.9000 +1.49% +22.42%
FTGF ClearBridge US Equity Susta... reinvestment 161.5900 -3.74% +23.41%
FTGF ClearBridge US Equity Susta... reinvestment 113.2600 -1.24% +18.11%
FTGF ClearBridge US Equity Susta... reinvestment 131.6700 -0.70% +20.20%
FTGF ClearBridge US Equity Susta... reinvestment 164.3500 +6.85% +36.07%
FTGF ClearBridge US Equity Susta... reinvestment 266.5500 +5.82% +32.01%
FTGF ClearBridge US Equity Susta... reinvestment 177.9300 +7.61% +41.37%
FTGF ClearBridge US Equity Susta... reinvestment 230.1500 +7.83% +42.23%
FTGF ClearBridge US Equity Susta... reinvestment 158.2300 +6.09% +32.90%
FTGF ClearBridge US Equity Susta... reinvestment 257.5800 +5.52% +30.74%
FTGF ClearBridge US Equity Susta... reinvestment 163.4600 +7.34% +40.03%
FTGF ClearBridge US Equity Susta... reinvestment 242.3100 +4.79% +28.21%
FTGF ClearBridge US Equity Susta... reinvestment 189.2700 +6.60% +37.41%

Performance

YTD
  -3.43%
6 Months
  -4.67%
1 Year  
+2.01%
3 Years  
+24.52%
5 Years  
+60.47%
10 Years     -
Since start  
+78.37%
Year
2024  
+16.52%
2023  
+10.48%
2022
  -12.10%
2021  
+25.29%
2020  
+27.90%