Legal & General Multi-Index Income 5 C Acc

Ranked 46 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 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 shares, company and government bonds, cash and property. The fund will have a bias towards company shares. 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 -4.0% -3.5% 3.4% 0.8% -4.5%
2017 7.9% 4.1% 0.9% 0.5% 2.3%
2016 15.1% 2.7% 3.4% 6.7% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/10/2015
  • Share Class size39Mn
  • Base currencyGBP
  • ISIN GB00BZ0RRR11

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

  • Annual management0.24%
  • Initial investment0.00%

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