InvestSMART

Clearbridge Global Growth C - Managed Fund

Fund Objective
The Portfolio Manager’s philosophical approach to fundamental investing focuses mainly on factors that drive long-term business value (e.g., ROIC, competitive advantages, management quality, etc.) - factors that other managers with shorter time horizons may not take into consideration.
Fund Strategy
The Portfolio Manager’s philosophical approach to fundamental investing focuses mainly on factors that drive long-term business value (e.g., ROIC, competitive advantages, management quality, etc.) - factors that other managers with shorter time horizons may not take into consideration.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -3.48% -6.88% -3.73% 1.99% 14.25% -% -% -%
Growth return -0.57% -6.34% -3.82% -6.64% 3.75% -% -% -%
Income return -2.91% -0.54% 0.09% 8.63% 10.5% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -0.9% 2.55% 8.85% 12.53% 21.5% 22.08% 15.57% 13.23%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Clearbridge Global Growth C
Australian Equities
49.44%
International Equities
49.44%
Cash
1.12%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
45.73%
International Equities
52.31%
Cash
1.47%
Property & Infrastructure
0.24%
Fixed Interest
-0.01%
Alternatives
0.26%

General Information

Fund Details
Type Description
Clearbridge Global Growth C
SSB2460AU
Equity World Large Growth
Not Rated
Investment Fund
14 Dec 2023
$33975795 million (as at 31 Jan 2026)
$1.2363 (as at 29 Jan 2026)
$1.2345 (as at 29 Jan 2026)
Open
Offer information
Type Description
MER 0.62% (as at 14 Apr 2025)
Indirect Cost Ratio (ICR) 0.82% (as at 30 Jun 2025)
Minimum initial investment $10,000,000
Minimum additional investments $100,000

Top 10 holdings (as at 31 Jan 2026)

Holding (as at 31 Jan 2026) Type % of Portfolio
NVIDIA Corp 6.30%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the Clearbridge Global Growth C

The objective of the Clearbridge Global Growth C managed fund is The Portfolio Manager’s philosophical approach to fundamental investing focuses mainly on factors that drive long-term business value (e.g., ROIC, competitive advantages, management quality, etc.) - factors that other managers with shorter time horizons may not take into consideration.

The strategy of the Clearbridge Global Growth C managed fund is The Portfolio Manager’s philosophical approach to fundamental investing focuses mainly on factors that drive long-term business value (e.g., ROIC, competitive advantages, management quality, etc.) - factors that other managers with shorter time horizons may not take into consideration.

The APIR code of the Clearbridge Global Growth C managed fund is SSB2460AU.

Clearbridge Global Growth C’s total return last month was -3.48%. This was made up of a growth return of -0.57% and an income return of -2.91%. These returns were calculated as at 31 Jan 2026.

Clearbridge Global Growth C’s total return for the last three months was -6.88%. This was made up of a growth return of -6.34% and an income return of -0.54%%. These returns were calculated as at 31 Jan 2026.

Clearbridge Global Growth C’s one-year total return is 1.99%. This was made up of a growth return of -6.64% and an income return of 8.63%. These returns were calculated as at 31 Jan 2026.

Clearbridge Global Growth C’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Clearbridge Global Growth C managed fund is :

Australian Equities
49.44%
International Equities
49.44%
Cash
1.12%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Clearbridge Global Growth C managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Jan 2026, the size of the Clearbridge Global Growth C managed fund was $33975795 million.

The Clearbridge Global Growth C managed fund has an inception date of 14 Dec 2023.

The current entry price of the Clearbridge Global Growth C managed fund is $1.2363 per unit and the current exit price is $1.2345 per unit (as at 29 Jan 2026).

The current exit price of the Clearbridge Global Growth C managed fund is $1.2345 per unit and the current entry price is $1.2363 per unit (as at 29 Jan 2026).

The minimum initial investment amount for the Clearbridge Global Growth C managed fund is $10,000,000. Minimum additional investment is $100000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.