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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $5.3B | 25 | 9 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Gross of Fees | 9.47 | 13.33 | 29.10 | 13.83 | 15.04 | 16.65 |
| Net of Fees | 8.95 | 12.60 | 28.28 | 13.11 | 14.30 | 15.90 |
| Russell 1000 Growth Index | 17.24 | 25.53 | 31.61 | 17.58 | 18.10 | 18.93 |
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 | $5.3B |
| Holdings Range | 40-501 |
| Objective | Long-term growth of capital3 |
Invest in leadership companies where we believe the market price underestimates the magnitude of future growth.
A focus on sustainable growth franchises has resulted in a persistent bias toward the health care, energy, information technology and media sectors.
Buy and hold approach has resulted in average annual portfolio turnover that is among the lowest in its peer group.
The portfolio managers take a contrarian approach to growth, often owning stocks that bear a low correlation to the overall market and other growth strategies.
This Strategy is available in other investment vehicles including the following:
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Gross of Fees | 9.47 | 13.33 | 29.10 | 13.83 | 15.04 | 16.65 |
| Net of Fees | 8.95 | 12.60 | 28.28 | 13.11 | 14.30 | 15.90 |
| Russell 1000 Growth Index | 17.24 | 25.53 | 31.61 | 17.58 | 18.10 | 18.93 |
Reflecting its patient approach, the Strategy’s annual turnover ratio is well below its large cap growth peers.
| Representative Portfolio | Russell 1000 Growth Index | |
|---|---|---|
| Consumer Discretionary | 13.34 | 13.20 |
| Consumer Staples | 1.19 | 2.42 |
| Energy | 0.00 | 0.29 |
| Financials | 8.14 | 6.18 |
| Health Care | 6.14 | 6.80 |
| Industrials | 8.38 | 5.91 |
| Information Technology | 42.91 | 52.65 |
| Materials | 2.81 | 0.32 |
| Communication Services | 13.62 | 11.49 |
| Utilities | 0.00 | 0.31 |
| Cash | 2.07 | 0.00 |
| Real Estate | 1.39 | 0.44 |
| Characteristics | Representative Portfolio | Russell 1000 Growth Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 37.4 | 41.2 |
| P/E Ratio (forward 12 mos.) | 32.7 | 34.5 |
| Price/Book | 16.0 | 20.2 |
| EPS Growth Next 3-5 Years (%) | 12.3 | 13.9 |
| Weighted Median Market Cap ($ bn) | 1413.9 | 1557.8 |
| Weighted Average Market Cap ($ bn) | 1684.7 | 1964.0 |
| ROE | 32.4 | 33.6 |
| Dividend Yield | 0.4 | 0.5 |
| Turnover (trailing 12 mos.) | 20.3 | - |
| 7 Year Risk Statistics | Composite | Russell 1000 Growth Index |
|---|---|---|
| Annualized Returns (7 Years) | 15.04 | 18.10 |
| Standard Deviation (%) | 19.56 | 19.82 |
| Sharpe Ratio | 0.65 | 0.81 |
| Tracking Error (%) | 3.73 | -- |
| R2 | 0.96 | -- |
| Alpha (%) | -2.82 | -- |
| Beta | 0.97 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| NVIDIA Corp | 12.53 |
| Microsoft Corp | 8.30 |
| Amazon.com Inc | 7.79 |
| Meta Platforms Inc | 6.89 |
| Apple Inc | 5.96 |
| Visa Inc | 4.33 |
| Netflix Inc | 4.02 |
| Alphabet Inc | 2.70 |
| Tesla Inc | 2.66 |
| Palo Alto Networks Inc | 2.48 |
| Total | 57.67 |
| Total Number of Holdings | 38 |
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.
Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2025. 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®) and has prepared and presented this report in compliance with the GIPS standards. ClearBridge Investments, LLC ("ClearBridge") is a wholly owned indirect subsidiary of Franklin Resources, Inc. (“Franklin”). In July 2020 Legg Mason, Inc., its parent company, was purchased by Franklin. The investment advisory business now known as ClearBridge was registered in September 2005 to facilitate Legg Mason's acquisition of substantially all the equity asset management businesses known as Citigroup Asset Management. These former businesses serve as the foundation of ClearBridge and its claim of GIPS compliance for institutional accounts through predecessor firms, effective as of January 1997. In June 2008, ClearBridge combined this business with its retail business to form a single GIPS firm. As of April 1, 2013, January 1, 2016, May 1, 2020, and January 1, 2024 ClearBridge affiliates, Global Currents Investment Management, LLC, ClearBridge, LLC, ClearBridge Investments Limited (f/k/a RARE Infrastructure Limited), and Franklin Bissett Asset Management have become part of the ClearBridge GIPS firm.
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].
