We align the interests of the firm with our clients and strive to deliver alpha in every aspect of our business, from generating consistent investment performance, to promoting sustainable business practices, to delivering successful long-
term outcomes.
Here you can learn more about our company, our team and careers at ClearBridge.
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.
Low Volatility
For equity exposure with lower variability of returns, an active focus on risk management can help. These strategies cultivate consistent results delivered with greater attention to downside protection through investment in high-quality companies with leading market positions.
| 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 |
| Appreciation ESG Strategy | $558.7M | |||||||||
| Gross of Fees | 12.74 | 15.60 | 23.44 | 15.43 | 14.74 | 15.17 | ||||
| Net of Fees | 12.20 | 14.86 | 22.66 | 14.71 | 14.03 | 14.45 | ||||
| Appreciation Strategy | $17.5B | |||||||||
| Gross of Fees | 13.93 | 16.55 | 23.04 | 15.69 | 14.20 | 14.81 | ||||
| Net of Fees | 13.43 | 15.86 | 22.32 | 15.00 | 13.51 | 14.10 | ||||
| Large Cap Value ESG Strategy | $1.3B | |||||||||
| Gross of Fees | 8.56 | 7.82 | 17.63 | 12.36 | 11.72 | 11.77 | ||||
| Net of Fees | 6.19 | 4.69 | 14.24 | 9.11 | 8.49 | 8.54 | ||||
| Large Cap Value Strategy | $7.3B | |||||||||
| Gross of Fees | 8.88 | 7.75 | 16.29 | 13.25 | 10.40 | 11.00 | ||||
| Net of Fees | 8.36 | 7.06 | 15.54 | 12.53 | 9.69 | 10.29 | ||||
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| ClearBridge Appreciation Fund | |||
| ClearBridge Large Cap Value Fund |
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| ClearBridge Variable Appreciation Portfolio | |||
| ClearBridge Variable Large Cap Value Portfolio |
