Legal & General Multi-Index Income 6 C Acc

Ranked 78 out of 262 in - Aggressive 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. While this will be the funds focus, it will have a bias towards investments that pay a higher income. 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

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.7%
2018 -5.3% -4.2% 4.0% 0.7% -5.7%
2017 9.7% 4.7% 0.9% 1.0% 2.8%
2016 18.5% 2.7% 4.2% 7.7% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/10/2015
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB00BZ0RRZ94

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).