Legal & General Multi-Index Income 4 C Acc

Ranked 116 out of 399 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 income and capital growth and to keep the fund within a pre-determined risk profile. At least 75% of the fund will be invested in other authorised investment funds.The fund will invest at least 50% in index-tracker funds which are operated by Legal & General. Through the other funds, the fund will have exposure to company and government bonds, cash, company shares and property. The fund will have a bias towards bonds. 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 : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.2%
2018 -3.1% -2.4% 1.9% 0.5% -3.0%
2017 6.5% 3.1% 0.7% 0.5% 2.0%
2016 12.3% 2.9% 3.5% 5.5% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/10/2015
  • Share Class size47Mn
  • Base currencyGBP
  • ISIN GB00BZ0RRJ37

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

  • Annual management0.24%
  • 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).