About CBGAX
ClearBridge Global Infrastructure Income Fund Class C is an income-oriented mutual fund that focuses on delivering regular and stable income alongside capital appreciation by investing primarily in global infrastructure securities. The fund allocates at least 80% of its net assets to companies engaged in the infrastructure sector, including those involved in utilities, renewables, transportation (such as toll-roads, airports, and rail), and communication infrastructure. Its portfolio is diversified across both developed and emerging markets, providing exposure to a broad array of infrastructure sub-sectors. The fund primarily holds equity and equity-linked securities issued by infrastructure businesses, ensuring a focus on income generation through dividends, distributions, and interest received. By targeting critical infrastructure assets, ClearBridge Global Infrastructure Income Fund Class C plays a key role in diversifying investors’ portfolios and offering potential resilience against market volatility. Its investment objective is to outperform a benchmark tied to the OECD G7 Inflation Index plus 5.5% per annum, emphasizing both income and growth attributes within the infrastructure investment universe.
Fund Family Franklin Templeton Investments
Category Infrastructure
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CBGAX
Share Class Class C
Index S&P Global Infrastructure TR (USD)
CBGAX had a total return of 36.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.72%.
