Legg Mason US Smaller Companies Class A Fund
This is an archived 2011 ISA Guide Featured Fund.
Please see our funds for this year.
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,680 INVESTMENT IS £453.90 |
|---|
| Normal Standard Initial Charge | 4.25% |
| Your Standard Initial Charge after Discount | 0% |
| Annual Management Charge | 1.50% |
| Total Expense Ratio* | 1.75% |
| Fund Unit Type | Acc |
Legg Mason’s US Smaller Companies Fund is managed by Royce & Associates. They employ a value approach to investing in shares in small US companies.
IMA Sector: N. American Smaller Companies
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*Total Expense Ratio (TER): This is the total of the Annual Management Charge plus any additional charges and expenses applied by the fund manager. Additional charges might cover, for example, fees paid to trustees. The amount of additional charges and expenses can be found by deducting the Annual Management Charge from the TER.
W. Whitney George & Lauren A. Romeo
