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ClearBridge Energy MLP & Infrastructure Fund;I

Ranked 10 out of 22 in Energy MLP Funds over 36 months

All calculations are in USD unless stated

The Fund seeks to provide capital appreciation and income. Under normal circumstances, the Fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in energy infrastructure investments. The Fund may invest up to 50% of its net assets in foreign securities.

sector performance

Energy MLP Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% -5.6% 0.6%
2016 39.4% 1.0% 22.5% 9.3% 3.1%
2015 -39.5% 1.3% -3.1% -26.3% -16.3%
2014 9.7% 4.5% 14.4% -0.7% -7.7%
2013 8.1%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/08/2013
  • Share Class size10Mn
  • Base currencyUSD
  • ISINUS52471R6633

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges