Legal & General Mixed Investment 20-60% D Acc

Ranked 108 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Justin Onuekwusi

Justin Onuekwusi is currently a multi asset fund manager at Legal & General where he joined in 2013. Justin started his career at Aon Consulting in 2003 where he was a senior investment analyst. He moved to Merrill Lynch in 2007 as a manager and research analyst and then joined Aviva Investors in 2010 where he became a multi asset fund manager. Justin studied Economics at the University of Warwick and is a CFA Charterholder. Outside of work he enjoys tennis, football, music and the cinema and theatre.

Chris Teschmacher

Bruce White

Objective

To provide growth of both capital and income. The fund will invest in a broad range of UK and overseas company shares, bonds and other assets. The fund will invest between 20 and 60% in company shares. Generally the Fund will invest in these assets through other authorised investment funds, including funds from Legal & General. The bonds that the fund invests in may be investment grade or sub-investment grade and may be issued by companies or governments. This fund may not be appropriate for investors who plan to withdraw their money within 5 years.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.6% -3.7% 3.0% 0.6% -5.4%
2017 6.3% 3.2% 0.6% 0.6% 1.8%
2016 13.4% 2.3% 3.8% 5.7% 1.0%
2015 -0.3% 4.6% -3.3% -4.5% 3.3%
2014 0.4% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/2014
  • Share Class size1,051Mn
  • Base currencyGBP
  • ISIN GB00BMHTPM03

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Annual management0.94%
  • Initial investment0.00%

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