Legal & General Multi-Index 5 F Acc

Ranked 72 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Francis Chua

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.

Andrzej Pioch

Bruce White

Objective

To provide a combination of growth and income and to keep the fund within a predetermined risk profile. The fund will have exposure to company shares, company and government bonds, cash and UK commercial property. The fund will have a bias towards company shares. At least 75% of the fund will be invested in other funds. At least 50% of the fund will be invested in Legal & General index-tracker funds

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 -4.5% -3.4% 3.7% 1.5% -6.1%
2017 8.5% 3.4% 0.8% 1.1% 2.9%
2016 14.3% 1.4% 3.4% 6.6% 2.3%
2015 3.4% 5.7% -2.2% -4.4% 4.6%
2014 8.1% 1.0% 2.8% 1.6% 2.4%
2013 3.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Legal & General US Index I Inc 12.21%
Legal & General UK Index L Inc 10.89%
GBP Future 9.39%
Legal & General European Index I Inc 8.87%
Legal & General Sterling Corporate Bond Idx L Inc 7.92%
Legal & General Japan Index I Inc 5.82%
Legal & General Emer Mkts Govt Bd USD Idx L Inc 5.55%
LGIM Global Corporate Bond B GBP Acc Hgd 4.87%
Legal & General Global Emerging Markets Indx L Inc 4.63%
Legal & General EM Govt Bd (Loc Curr) Idx L Inc 4.20%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/08/2013
  • Share Class size973Mn
  • Base currencyGBP
  • ISIN GB00B89NB242

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management0.50%
  • 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).