Legal & General Mixed Investment 40-85% R Acc

Ranked 84 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Martin Dietz

Martin Dietz is a fund manager in LGIM's Multi-Asset Funds team responsible for the development of medium- and long-term investment strategy. Prior to joining LGIM in September 2012, Dietz was a senior investment consultant at Towers Watson where he was a member of its Global Investment Committee and UK Portfolio Construction Group, providing asset class views and dynamic asset allocation for consulting and fiduciary clients. Dietz previously worked as a manager at Ernst & Young in its Financial Services Risk Management team. He has a PhD (summa cum laude) in economics and finance from the University of St Gallen, graduated from the doctoral programme of the Swiss National Bank at Gerzensee and was a visiting PhD student in economics at UC Berkeley.

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

Objective

To provide growth of both capital and income. The fund will invest between 40 and 85% in a broad range of UK and overseas company shares. The rest of the fund will be invested at least 80% in bonds. Normally investments in these assets will be made by holding at least 60% in other authorised investment funds, including funds from Legal & General, but at times the fund could hold up to 100% in other funds or up to 100% directly in the asset The bonds that the fund invests in may be: investment grade or sub-investment grade. 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

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.0%
2018 -6.9% -4.5% 4.6% 1.3% -7.9%
2017 8.9% 4.0% 1.0% 1.0% 2.6%
2016 16.0% 1.7% 3.7% 7.0% 2.9%
2015 -0.2% 5.5% -3.7% -6.5% 5.1%
2014 6.5% 1.1% 2.9% 0.3% 2.1%
2013 9.8% 9.1% -2.4% 2.9% 0.3%
2012 10.2% 5.4% -2.7% 4.7% 2.6%
2011 -4.8% 0.0% 0.5% -10.0% 5.2%
2010 13.6% 6.6% -8.1% 8.5% 6.8%
2009 19.3% -9.4% 8.8% 19.0% 1.6%
2008 -17.4% -7.1% -3.1% -7.5% -0.9%
2007 3.4% 2.3% 1.6% -0.1% -0.3%
2006 6.6% 5.4% -4.3% 2.1% 3.6%
2005 18.4% 1.8% 4.1% 7.3% 4.2%
2004 7.1% 0.5% 0.2% 1.8% 4.5%
2003 17.9% -5.0% 11.3% 4.6% 6.7%
2002 -22.7% 1.2% -10.8% -16.4% 2.4%
2001 -13.2% -7.9% 1.2% -15.5% 10.2%
2000 -2.9% 0.6% 0.6% -1.6% -2.5%
1999 22.8% 6.7% 4.0% -4.1% 15.5%
1998 12.2% 11.1% -0.6% -10.2% 13.1%
1997 15.6% 4.9% 6.4% 7.3% -3.5%
1996 0.7% 3.2% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/08/2005
  • Share Class size607Mn
  • Base currencyGBP
  • ISIN GB00B3KTR281

Purchase Info

  • Min. initial investment20
  • Min. regular additional investment500

Charges

  • Annual management1.20%
  • Initial investment0.00%

Related News

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