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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $159.2M | 20 | 33 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 13.15 | 18.87 | 21.75 | 14.23 | 14.97 | 7.59 |
| Net of Fees | 12.65 | 18.07 | 20.72 | 13.22 | 13.94 | 6.61 |
| Custom ClearBridge Canadian Small Cap Index | 20.82 | 33.17 | 31.71 | 16.13 | 16.74 | 10.82 |
| S&P/TSX Small Cap TR (CAD) Index | 20.82 | 33.17 | 31.71 | 16.13 | 16.74 | 10.82 |
The Strategy seeks long-term capital appreciation by investing primarily in a diversified portfolio of small-capitalization Canadian equities that have proven management and long-term growth plans. The fund may also invest in foreign securities.
A distinctive approach to GARP:
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 13.15 | 18.87 | 21.75 | 14.23 | 14.97 | 7.59 |
| Net of Fees | 12.65 | 18.07 | 20.72 | 13.22 | 13.94 | 6.61 |
| Custom ClearBridge Canadian Small Cap Index | 20.82 | 33.17 | 31.71 | 16.13 | 16.74 | 10.82 |
| S&P/TSX Small Cap TR (CAD) Index | 20.82 | 33.17 | 31.71 | 16.13 | 16.74 | 10.82 |
| Representative Portfolio | Custom ClearBridge Canadian Small Cap Index | S&P/TSX Small Cap TR (CAD) Index | |
|---|---|---|---|
| Materials | 26.60 | 33.45 | 33.45 |
| Energy | 23.13 | 21.78 | 21.78 |
| Industrials | 16.66 | 14.86 | 14.86 |
| Financials | 7.69 | 5.19 | 5.19 |
| Information Technology | 6.69 | 3.05 | 3.05 |
| Real Estate | 5.65 | 8.88 | 8.88 |
| Consumer Staples | 4.10 | 2.87 | 2.87 |
| Health Care | 3.21 | 5.52 | 5.52 |
| Utilities | 3.19 | 0.60 | 0.60 |
| Consumer Discretionary | 1.94 | 2.37 | 2.37 |
| Communication Services | 0.00 | 1.43 | 1.43 |
| Cash | 1.14 | 0.00 | 0.00 |
| Characteristics | Representative Portfolio | Custom ClearBridge Canadian Small Cap Index | S&P/TSX Small Cap TR (CAD) Index |
|---|---|---|---|
| P/E Ratio (trailing 12 mos.) | 20.5 | 17.7 | 17.7 |
| P/E Ratio (forward 12 mos.) | 14.7 | 13.3 | 13.3 |
| Price/Book | 3.0 | 3.1 | 3.1 |
| EPS Growth Next 3-5 Years (%) | 10.9 | 11.0 | 11.0 |
| Weighted Median Market Cap ($ bn) | 4.4 | 2.5 | 2.5 |
| Weighted Average Market Cap ($ bn) | 5.4 | 2.6 | 2.6 |
| ROE | 11.5 | 3.6 | 3.6 |
| Dividend Yield | 1.5 | 1.7 | 1.7 |
| Turnover (trailing 12 mos.) | 21.3 | - | - |
| 10 Year Risk Statistics | Composite | Custom ClearBridge Canadian Small Cap Index | S&P/TSX Small Cap TR (CAD) Index |
|---|---|---|---|
| Standard Deviation (%) | 17.28 | 20.26 | 20.26 |
| Sharpe Ratio | 0.34 | 0.51 | 0.51 |
| Tracking Error (%) | 9.00 | -- | -- |
| R2 | 0.80 | -- | -- |
| Alpha (%) | -1.96 | -- | -- |
| Beta | 0.76 | -- | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| Hudbay Minerals Inc | 5.61 |
| Headwater Exploration Inc | 4.85 |
| Capstone Copper Corp | 4.41 |
| EQB Inc | 4.30 |
| Enerflex Ltd | 4.16 |
| Kelt Exploration Ltd | 4.01 |
| OR Royalties Inc | 3.97 |
| Propel Holdings Inc | 3.39 |
| Bird Construction Inc | 3.24 |
| Skeena Resources Ltd | 3.24 |
| Total | 41.19 |
| Total Number of Holdings | 42 |
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 Canadian Small Cap Composite includes Composite includes all fully discretionary portfolios with a minimum of CAD $1,000,000 that seek long-term capital appreciation by investing primarily in a diversified portfolio of small capitalization Canadian equities. Small capitalization is defined as a market capitalization of between $100 million to $2.5 billion at time of purchase. Smaller-company stocks have historically exhibited greater price volatility than larger-company stocks, particularly over the short term. The main risks for this strategy are issuer risk, concentration risk, sector risk, foreign securities risk and equity risk. 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.
* Data (excluding AUM and Market Cap) in CAD.
