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| Total AUM | Avg. PM Years Experience | Years Since Inception |
|---|---|---|
| $2.3B | 22 | 10 |
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 10.31 | 11.13 | 16.77 | 11.44 | 13.07 | 13.69 |
| Net of Fees | 9.78 | 10.41 | 16.02 | 10.73 | 12.34 | 12.91 |
| Russell 3000 Index | 14.40 | 17.41 | 24.12 | 15.74 | 13.71 | 14.71 |
The Sustainability Leaders Strategy invests in high-quality companies across market capitalizations with strong or improving environmental, social and governance (ESG) attributes and makes an impact through company engagement.
| Strategy Overview | Concentrated all-cap portfolio of high-quality companies with outstanding ESG characteristics |
| Benchmark | Russell 3000 Index |
| Total Strategy AUM | $2.3B |
| Holdings Range | 40-601 |
| Objective | Long-term growth of capital3 |
The portfolio managers believe companies with positive ESG attributes may likely outperform their peers over the long term.
ClearBridge believes companies with positive ESG attributes are well positioned to outperform their peers over the long term.
Leverages the firm’s over 30 years of experience engaging with companies on ESG issues and its integration of ESG factors and ratings into a fundamental research approach that drives investment ideas.
Concentrated approach expresses the best ideas of portfolio managers Derek Deutsch and Mary Jane McQuillen.
This Strategy is available in other investment vehicles including the following:
A focus on best-in-class ESG practices enables the strategy to make a positive investment impact.
| YTD | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | |
|---|---|---|---|---|---|---|
| Gross of Fees | 10.31 | 11.13 | 16.77 | 11.44 | 13.07 | 13.69 |
| Net of Fees | 9.78 | 10.41 | 16.02 | 10.73 | 12.34 | 12.91 |
| Russell 3000 Index | 14.40 | 17.41 | 24.12 | 15.74 | 13.71 | 14.71 |
The Strategy's quality focus is reflected in return on equity (ROE) that is higher than its benchmark.
| Representative Portfolio | Russell 3000 Index | |
|---|---|---|
| Consumer Discretionary | 11.00 | 10.69 |
| Consumer Staples | 3.92 | 4.67 |
| Energy | 0.00 | 3.03 |
| Financials | 14.12 | 14.01 |
| Health Care | 8.83 | 9.28 |
| Industrials | 12.36 | 9.55 |
| Information Technology | 31.82 | 32.19 |
| Materials | 4.61 | 2.20 |
| Communication Services | 7.44 | 9.67 |
| Utilities | 1.80 | 2.35 |
| Cash | 1.72 | 0.00 |
| Real Estate | 2.36 | 2.36 |
| Characteristics | Representative Portfolio | Russell 3000 Index |
|---|---|---|
| P/E Ratio (trailing 12 mos.) | 31.7 | 27.9 |
| P/E Ratio (forward 12 mos.) | 26.5 | 24.2 |
| Price/Book | 5.7 | 5.8 |
| EPS Growth Next 3-5 Years (%) | 11.8 | 12.0 |
| Weighted Median Market Cap ($ bn) | 254.1 | 233.1 |
| Weighted Average Market Cap ($ bn) | 1124.0 | 1155.6 |
| ROE | 21.9 | 21.7 |
| Dividend Yield | 1.0 | 1.1 |
| Turnover (trailing 12 mos.) | 66.5 | - |
| 10 Year Risk Statistics | Composite | Russell 3000 Index |
|---|---|---|
| Standard Deviation (%) | 15.42 | 15.80 |
| Sharpe Ratio | 0.73 | 0.82 |
| Tracking Error (%) | 3.57 | -- |
| R2 | 0.95 | -- |
| Alpha (%) | -1.03 | -- |
| Beta | 0.95 | -- |
| Characteristics | % of Total Representative Portfolio |
|---|---|
| Microsoft Corp | 7.51 |
| NVIDIA Corp | 5.41 |
| Apple Inc | 5.16 |
| Amazon.com Inc | 5.05 |
| Broadcom Inc | 4.15 |
| Alphabet Inc | 3.23 |
| JPMorgan Chase & Co | 2.91 |
| Bank of America Corp | 2.64 |
| Netflix Inc | 2.38 |
| Morgan Stanley | 2.34 |
| Total | 40.79 |
| 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.
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 Sustainability Leaders Strategy will pursue its investment objective by investing in common stocks and other equity securities that meet the portfolio managers' financial and sustainability/environmental, social and governance ("ESG") criteria. The portfolio managers consider a sustainable company to be one that offers products and services that have a positive impact on society and has well-defined strategies in place to ensure longevity as an investment. Results are calculated in U.S. dollars. The Russell 3000® Index measures the performance of the largest 3,000 U.S. companies representing approximately 98% of the investable U.S. equity market. 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.
