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term outcomes.
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ClearBridge Investments has been recognized by Pensions & Investments Magazine as a "Best Place to Work in Money Management" in all nine years of the survey.
These awards reflect the Firm's spirit of collaboration, work/life balance and ongoing investment in our employees.
Income Solutions
Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs).
| Average Annual Results | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Name | Strategy AUM | YTD Returns | 1 Year | 3 Year | 5 Years | 7 Years | 10 Years | Fact Card | Commentary | Copy link to clipboard |
| Canadian Dividend Strategy* | $327.4M | |||||||||
| Gross of Fees | 5.38 | 24.82 | 15.27 | 13.91 | 11.54 | 10.79 | ||||
| Net of Fees | 5.29 | 24.34 | 14.82 | 13.42 | 10.97 | 10.16 | ||||
| Dividend Strategy | $33.3B | |||||||||
| Gross of Fees | 0.00 | 11.85 | 14.88 | 11.55 | 12.58 | 12.68 | ||||
| Net of Fees | -0.15 | 11.19 | 14.21 | 10.88 | 11.89 | 11.98 | ||||
| Dividend Strategy ESG | $727.4M | |||||||||
| Gross of Fees | -0.10 | 10.77 | 14.17 | 10.29 | 11.86 | 11.81 | ||||
| Net of Fees | -0.83 | 7.56 | 10.87 | 7.10 | 8.62 | 8.57 | ||||
| Global Infrastructure Income Strategy | $7.2B | |||||||||
| Gross of Fees | 10.85 | 29.46 | 14.21 | 10.62 | 11.24 | - | ||||
| Net of Fees | 10.66 | 28.55 | 13.31 | 9.66 | 10.24 | - | ||||
| Global Infrastructure Value Strategy | $4.4B | |||||||||
| Gross of Fees | 8.36 | 25.07 | 14.21 | 10.81 | 10.21 | 9.65 | ||||
| Net of Fees | 8.15 | 24.09 | 13.28 | 9.87 | 9.27 | 8.70 | ||||
| Tactical Dividend Income Strategy | $1.7B | |||||||||
| Gross of Fees | 1.35 | 9.27 | 13.99 | 10.97 | 11.12 | 10.47 | ||||
| Net of Fees | 1.16 | 8.46 | 13.15 | 10.15 | 10.26 | 9.57 | ||||
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| YLDE - Franklin ClearBridge Enhanced Income ETF |
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| ClearBridge Dividend Strategy Fund | |||
| ClearBridge Global Infrastructure Income Fund | |||
| ClearBridge Tactical Dividend Income Fund |
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| EMO - ClearBridge Energy Midstream Opportunity Fund Inc. | |||
| SCD - LMP Capital and Income Fund Inc. |
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| ClearBridge Variable Dividend Strategy Portfolio |
