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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $540.0M | 34 | 17 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 7.17 | 7.98 | 19.07 | 12.11 | 14.47 | 14.61 |
| Net of Fees | 6.65 | 7.29 | 18.31 | 11.40 | 13.76 | 13.89 |
| S&P 500 Index | 12.75 | 15.74 | 22.89 | 13.79 | 16.17 | 15.33 |
The Appreciation ESG Strategy seeks to balance upside return potential with downside risk protection by investing in high-quality large cap stocks with positive ESG attributes.
| Strategy Overview | Primarily large cap, blue chip companies that meet ESG criteria |
| Benchmark | S&P 500 Index |
| Total Strategy AUM | $540.0M |
| Holdings Range | 50-801 |
| Objective | Seeks long-term appreciation of capital3 |
The managers seek to provide long-term consistent and competitive risk-adjusted returns by balancing upside participation in good markets while trying to limit downside risk in difficult markets.
An active focus on risk management has led to lower levels of risk and volatility than the benchmark over the same time periods.
This Strategy is available in other investment vehicles including the following:
An emphasis on risk management has produced strong risk-adjusted returns.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 7.17 | 7.98 | 19.07 | 12.11 | 14.47 | 14.61 |
| Net of Fees | 6.65 | 7.29 | 18.31 | 11.40 | 13.76 | 13.89 |
| S&P 500 Index | 12.75 | 15.74 | 22.89 | 13.79 | 16.17 | 15.33 |
An ESG focus contributes to the Strategy typically taking on less risk than its benchmark.
| Representative Portfolio | S&P 500 Index | |
|---|---|---|
| Information Technology | 30.56 | 39.74 |
| Financials | 10.82 | 11.41 |
| Consumer Staples | 10.55 | 4.45 |
| Communication Services | 9.33 | 9.96 |
| Health Care | 8.69 | 9.26 |
| Consumer Discretionary | 8.40 | 8.61 |
| Industrials | 8.28 | 8.05 |
| Materials | 4.62 | 1.54 |
| Energy | 4.07 | 3.40 |
| Utilities | 1.87 | 1.88 |
| Real Estate | 0.77 | 1.70 |
| Cash | 2.06 | 0.00 |
| Characteristics | Representative Portfolio | S&P 500 Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 26.6 | 24.7 |
| P/E Ratio (forward 12 mos.) | 23.1 | 21.2 |
| Price/Book | 9.6 | 9.5 |
| EPS Growth Next 3-5 Years (%) | 19.4 | 24.1 |
| Weighted Median Market Cap ($ bn) | 637.6 | 462.2 |
| Weighted Average Market Cap ($ bn) | 1465.4 | 1552.1 |
| ROE | 27.4 | 23.4 |
| Dividend Yield | 1.0 | 1.1 |
| Turnover (trailing 12 mos.) | 31.8 | - |
| 10 Year Risk Statistics | Composite | S&P 500 Index |
|---|---|---|
| Standard Deviation (%) | 13.79 | 15.36 |
| Sharpe Ratio | 0.84 | 0.85 |
| Tracking Error (%) | 3.49 | -- |
| R2 | 0.95 | -- |
| Alpha (%) | 0.10 | -- |
| Beta | 0.88 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| NVIDIA Corp | 7.02 |
| Alphabet Inc | 6.74 |
| Apple Inc | 5.92 |
| Amazon.com Inc | 5.00 |
| Microsoft Corp | 4.83 |
| Costco Wholesale Corp | 4.07 |
| Advanced Micro Devices Inc | 2.92 |
| JPMorgan Chase & Co | 2.86 |
| Eli Lilly & Co | 2.81 |
| Broadcom Inc | 2.50 |
| Total | 44.68 |
| Total Number of Holdings | 57 |
1 Source: FactSet. Representative portfolio characteristics, holdings, sector weightings and market cap are based on a representative portfolio and are subject to change at any time. Holdings, sector weightings, market cap and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed. Statistics shown are net of fees.
2 Past performance is no guarantee of future results. See GIPS endnotes. Performance is preliminary and subject to change.
3 There is no guarantee that the Strategy's objective will be met.
P/E ratios are weighted harmonic average. Price/Book is weighted average.
* Data (excluding AUM and Market Cap) in GBP.
Performance source: Internal. Benchmark source: Standard & Poor's.
ClearBridge Investments, LLC claims compliance with the Global Investment Performance Standards (GIPS®). ClearBridge Investments, LLC ("ClearBridge") is a wholly- owned indirect subsidiary of Franklin Templeton, Inc. ("Franklin"), which acquired ClearBridge's former parent, Legg Mason, Inc., in July 2020. The firm's foundation and claim of GIPS compliance date back to January 1997 through predecessor firms associated with Citigroup Asset Management, which was acquired in 2005. Since combining its institutional and retail businesses into a single GIPS firm in June 2008, ClearBridge has expanded through the integration of Global Currents Investment Management (April 2013), ClearBridge, LLC ( January 2016), ClearBridge Investments Limited (May 2020), and the Equity Teams of Franklin Bissett Asset Management (January 2024). Most recently, the firm announced the integration of Martin Currie (MC) in 2025. For GIPS purposes, the business was organized into three distinct Strategies, MC Emerging Markets, MC Australian Equities, and MC UK Equities. MC Emerging Markets was completed in November 2025, MC UK Equities was completed in March 2026, and MC Australian Equities was completed in June 2026. GIPS compliance was claimed and ported individually for each MC team, where applicable.
The ClearBridge Appreciation ESG Composite invests primarily in medium and large capitalization companies, but may also invest in small capitalization companies. The manager seeks investments among a strong core of growth and value stocks, consisting primarily of blue chip companies dominant in their industries. The managers actively integrate criteria inclusive of environmental, social and governance (ESG) issues into the portfolio construction of the strategy. The ESG Investment Program includes active company engagement for purposes of advocacy and improved corporate practices. Results are calculated in U.S. dollars. The S&P 500 Index is a broad-based measurement of changes in stock market conditions based on the average performance of 500 widely held common stocks. To receive a complete list and description of ClearBridge composites and/or a presentation that adheres to the GIPS standards, please contact ClearBridge Institutional Marketing.
