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term outcomes.
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| 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 |
| All Cap Growth Strategy | $9.1B | |||||||||
| Gross of Fees | 12.77 | 19.52 | 27.97 | 13.88 | 13.80 | 15.08 | ||||
| Net of Fees | 12.14 | 18.64 | 27.03 | 13.04 | 12.96 | 14.23 | ||||
| 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 | ||||
| Canadian Dividend Strategy* | $311.3M | |||||||||
| Gross of Fees | 20.38 | 18.95 | 15.02 | 15.67 | 10.57 | 10.49 | ||||
| Net of Fees | 20.03 | 18.48 | 14.57 | 15.13 | 9.98 | 9.85 | ||||
| Canadian Equity Strategy* | $4.4B | |||||||||
| Gross of Fees | 17.78 | 19.94 | 16.87 | 16.33 | 11.98 | 11.45 | ||||
| Net of Fees | 17.43 | 19.47 | 16.41 | 15.87 | 11.53 | 11.01 | ||||
| Canadian Small Cap Strategy* | $163.2M | |||||||||
| Gross of Fees | 14.46 | 19.82 | 21.98 | 18.83 | 7.99 | 7.54 | ||||
| Net of Fees | 13.66 | 18.71 | 20.85 | 17.73 | 6.98 | 6.53 | ||||
| Dividend Strategy | $33.5B | |||||||||
| Gross of Fees | 11.95 | 12.92 | 19.63 | 14.81 | 12.89 | 13.80 | ||||
| Net of Fees | 11.45 | 12.26 | 18.93 | 14.11 | 12.20 | 13.09 | ||||
| Dividend Strategy ESG | $703.6M | |||||||||
| Gross of Fees | 10.06 | 11.74 | 19.20 | 13.41 | 11.95 | 12.77 | ||||
| Net of Fees | 7.67 | 8.51 | 15.77 | 10.13 | 8.71 | 9.51 | ||||
| Global Growth Strategy | $669.7M | |||||||||
| Gross of Fees | 17.11 | 18.22 | 24.30 | 11.73 | 13.15 | 14.37 | ||||
| Net of Fees | 16.51 | 17.41 | 23.45 | 10.95 | 12.35 | 13.55 | ||||
| Global Infrastructure Income Strategy | $5.8B | |||||||||
| Gross of Fees | 21.74 | 10.69 | 12.56 | 9.98 | 11.10 | - | ||||
| Net of Fees | 21.10 | 9.89 | 11.62 | 9.00 | 10.07 | - | ||||
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| INFR - ClearBridge Sustainable Infrastructure ETF | |||
| LRGE - ClearBridge Large Cap Growth Select ETF | |||
| YLDE - Franklin ClearBridge Enhanced Income ETF |
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| EMO - ClearBridge Energy Midstream Opportunity Fund Inc. | |||
| SCD - LMP Capital and Income Fund Inc. |
