ClearBridge Investments

Manager Overview

ClearBridge Investments provides a range of investment management services to investors globally. They aim to deliver superior risk-adjusted returns to investors through a combination of active, research-driven, fundamental investing. They have offices in New York, Baltimore, Fort Lauderdale, London, San Mateo, Sydney, Melbourne and Brisbane. ClearBridge Investments is owned by Franklin Resources, Inc. and operates with investment independence.

Manager's responsible investing approach

ClearBridge Investments is a signatory to the United Nations Principles for Responsible Investment and reports annually on the implementation of those principles, it also supports the principles of the UN Global Compact. Its investment process considers the Sustainable Development Goals by mapping issuers against each one of the SDGs as a proxy for determining a positive Environmental or Social contribution.

Since its inception, the inclusion of sustainability and ESG factors has been a core part of ClearBridge's investment processes, and it has always approached the ownership of equity in listed companies from a long-term and sustainability-driven perspective. In Australia for the infrastructure strategies, ClearBridge integrates ESG factors into its fundamental analysis and assigns proprietary ESG ratings to its investments.

ClearBridge has continually evolved its sustainability processes and methodologies, since initially incorporating a governance factor at inception in 2006, expanding this to ESG factors as Sustainalytics' first Australian client in 2012 and continuing to evolve the process to the current ERM. It aims to continue to enhance the process as information, opportunities and risks associated with sustainability change.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
ClearBridge Global Infrastructure Income Fund (Hedged) - Class AClearBridge Global Infrastructure Income Fund (Hedged) - Class A	A-Sort B-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
ClearBridge Global Infrastructure Income Fund - Class A UnitsClearBridge Global Infrastructure Income Fund - Class A Units	A-Sort B-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
ClearBridge Global Infrastructure Value Fund (Hedged) - Class AClearBridge Global Infrastructure Value Fund (Hedged) - Class A	A-Sort B-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
ClearBridge Global Infrastructure Value Fund - Class AClearBridge Global Infrastructure Value Fund - Class A	A-Sort B-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
ClearBridge RARE Emerging Markets Fund - UnhedgedClearBridge RARE Emerging Markets Fund - Unhedged	A-Sort B-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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Funds

ClearBridge RARE Emerging Markets Fund - Unhedged

Strategy Summary

The Emerging Markets Strategy aims to achieve long-term stable growth, comprised of regular income and capital growth by investing in a range of listed infrastructure securities across a number of infrastructure sub-sectors spread across the emerging markets. The Fund will hold a diverse range of infrastructure securities across a number of infrastructure subsectors such as gas, electricity and water utilities, renewables, toll-roads, airports, rail and communication infrastructure and across geographic regions within emerging markets.

Key Terms

Status:	Closed	Inception Date:	Oct 2008
Strategy:	Infrastructure	Style:	Growth
Geography:	Global	Domicile:	Australia
Investors:	Wholesale & Retail	Min. Investment:	AU$20000
Mgmt. Fee:	1.23%	Perf. Fee:	0%

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