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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $4.3B | 26 | 10 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 8.08 | 7.30 | 20.13 | 10.69 | 15.36 | 15.62 |
| Net of Fees | 7.56 | 6.61 | 19.36 | 9.98 | 14.63 | 14.88 |
| Russell 1000 Growth Index | 6.30 | 7.50 | 24.26 | 13.66 | 18.71 | 18.16 |
The Large Cap Growth ESG Strategy takes a concentrated, long-term approach to generating growth by a diversified portfolio of growth companies with positive ESG attributes that can thrive through varying market environments.
| Strategy Overview | Concentrated large cap growth portfolio managed with a high conviction, low turnover approach, integrating ESG criteria |
| Benchmark | Russell 1000 Growth Index |
| Total Strategy AUM | $4.3B |
| Holdings Range | 40-501 |
| Objective | Long-term growth of capital3 |
Invest in leadership companies where we believe the market price underestimates the magnitude of future growth.
A focus on sustainable growth franchises has resulted in a persistent bias toward the health care, energy, information technology and media sectors.
Buy and hold approach has resulted in average annual portfolio turnover that is among the lowest in its peer group.
The portfolio managers take a contrarian approach to growth, often owning stocks that bear a low correlation to the overall market and other growth strategies.
This Strategy is available in other investment vehicles including the following:
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 8.08 | 7.30 | 20.13 | 10.69 | 15.36 | 15.62 |
| Net of Fees | 7.56 | 6.61 | 19.36 | 9.98 | 14.63 | 14.88 |
| Russell 1000 Growth Index | 6.30 | 7.50 | 24.26 | 13.66 | 18.71 | 18.16 |
Reflecting its patient approach, the Strategy’s annual turnover ratio is well below its large cap growth peers.
| Representative Portfolio | Russell 1000 Growth Index | |
|---|---|---|
| Information Technology | 48.90 | 56.42 |
| Communication Services | 16.93 | 16.53 |
| Consumer Discretionary | 8.91 | 7.19 |
| Industrials | 8.34 | 7.38 |
| Health Care | 5.83 | 5.43 |
| Financials | 4.96 | 4.52 |
| Materials | 2.99 | 0.25 |
| Consumer Staples | 1.16 | 1.16 |
| Energy | 0.00 | 0.51 |
| Utilities | 0.00 | 0.24 |
| Real Estate | 0.00 | 0.37 |
| Cash | 1.99 | 0.00 |
| Characteristics | Representative Portfolio | Russell 1000 Growth Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 31.2 | 30.3 |
| P/E Ratio (forward 12 mos.) | 27.0 | 25.9 |
| Price/Book | 16.1 | 18.6 |
| EPS Growth Next 3-5 Years (%) | 27.6 | 33.5 |
| Weighted Median Market Cap ($ bn) | 1202.5 | 1401.1 |
| Weighted Average Market Cap ($ bn) | 1903.3 | 2056.0 |
| ROE | 30.5 | 27.9 |
| Dividend Yield | 0.4 | 0.4 |
| Turnover (trailing 12 mos.) | 26.8 | - |
| 10 Year Risk Statistics | Composite | Russell 1000 Growth Index |
|---|---|---|
| Standard Deviation (%) | 17.38 | 17.83 |
| Sharpe Ratio | 0.75 | 0.89 |
| Tracking Error (%) | 3.93 | -- |
| R2 | 0.95 | -- |
| Alpha (%) | -2.11 | -- |
| Beta | 0.95 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| NVIDIA Corp | 15.22 |
| Apple Inc | 7.26 |
| Alphabet Inc | 6.72 |
| Meta Platforms Inc | 6.27 |
| Amazon.com Inc | 4.29 |
| Visa Inc | 4.26 |
| Palo Alto Networks Inc | 4.12 |
| Arista Networks Inc | 3.28 |
| ASML Holding NV | 2.83 |
| Netflix Inc | 2.69 |
| Total | 56.95 |
| Total Number of Holdings | 47 |
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.
Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2026. FTSE Russell is a trading name of certain of the LSE Group companies. “Russell®” is a trade mark of the relevant LSE Group companies and is/are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.
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 Large Cap Growth ESG SMA composite consists of discretionary wrap accounts with an account minimum of US $25,000. The managers actively integrate criteria inclusive of environmental, social and governance (ESG) issues into the portfolio construction of the strategy. Accounts within the composite seek consistent growth of capital while minimizing volatility. Investments are primarily made in U.S. companies, with an objective of outperforming the Russell 1000 Growth Index. The strategy is implemented by Franklin Templeton Private Portfolio Group, LLC ("FTPPG"), formerly known as Legg Mason Private Portfolio Group, LLC ("LMPPG"). FTPPG claims compliance with the Global Investment Performance Standards (GIPS®). FTPPG has been independently verified for the periods January 1, 2013 - December 31, 2021. FTPPG is a wholly owned indirect subsidiary of Franklin Resources, Inc and together with its sub-advisers, including ClearBridge, provides investment services primarily in investment programs sponsored by Sponsor Firms. To obtain a compliant presentation and/or the firm's list of composite descriptions, please contact [email protected].
