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ClearBridge Global Infrastructure Income Fund Class IS RGSVX

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Morningstar’s Analysis RGSVX

Will RGSVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RGSVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RGSVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RGSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Punchy, distinctive research but its application has limits.

Senior Analyst Ibrahim Guled-Warfield

Ibrahim Guled-Warfield

Senior Analyst

Summary

The strength of its senior investors, the stability of the group, and the depth of its research capabilities support a favorable view of ClearBridge Global Infrastructure Income’s team. Yet, its income objective can constrain capital allocation, limiting its ability to generate superior total returns relative to peers.

by Ibrahim Guled-Warfield
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