Overview
Product Facts
Strategy Description
The ClearBridge Dynamic MDA Global Dividend Balanced Portfolios strive to maximize simplicity and minimize emotion by shifting allocations across multiple ClearBridge strategies based on a quantitative system that uses well-known factor measures and methodologies.
- Benchmark
- 70% MSCI ACWI (Net) / 30% iBoxx $ Liquid Investment Grade
- Inception Date
- 06/30/2015
- Asset Class
- Multi-Asset
- Number of Issuers
As of 05/31/2026 (Updated Quarterly) - 78
Top Sectors
As of 03/31/2026 % of Total (Updated Quarterly)
Utilities27.22% | |
Unassigned22.54% | |
Energy13.64% | |
Industrials12.91% | |
Financials4.68% |
Manager and Commentary
About the Team
ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and income. ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world's largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.