Legal & General Multi Manager Income

Ranked 267 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund will invest in a wide range of investment funds (including funds which are not authorised for sale in the UK) that hold company shares, bonds issued by companies and governments, commercial property and cash. The Fund manager will select investment funds that invest across all countries, currencies and sectors. The investment funds in which the Fund invests may be actively managed or passively managed, and may include funds from Legal & General. The bonds that these funds invest in may be investment grade or sub-investment grade.

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 6.0%
2018 -7.5% -3.9% 2.9% 1.0% -7.4%
2017 8.4% 3.1% 1.7% 0.7% 2.7%
2016 9.3% 0.3% 1.9% 5.8% 1.1%
2015 1.2% 4.3% -2.3% -4.8% 4.3%
2014 3.8% -0.3% 2.8% 0.3% 1.0%
2013 5.5% 6.1% -5.7% 3.9% 1.5%
2012 7.9% 4.4% -3.9% 6.0% 1.4%
2011 -5.5% -0.7% -0.7% -6.1% 2.2%
2010 11.7% 5.6% -4.2% 5.9% 4.3%
2009 22.7% -3.6% 7.5% 15.6% 2.5%
2008 -4.4% 2.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP Cash 8.35%
Legal & General Emer Mkts Govt Bd USD Idx L Inc 8.21%
Legal & General US Index I Inc 7.36%
Schroder Recovery L Acc 6.46%
Nordea 1 - Global High Yield Bond HBI GBP 6.38%
Neuberger Berman Global Bd Abs Ret GBP I3 Acc 5.22%
Artemis Income I Inc 4.36%
Legal & General Global Inflation Lnkd Bd Idx L Inc 4.10%
MI TwentyFour Dynamic Bond I Inst Inc 3.68%
Lazard Global Listed Infra Eq A Dis GBP 3.02%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/04/2008
  • Share Class size139Mn
  • Base currencyGBP
  • ISIN GB00B2Q4RV96

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment10

Charges

  • Annual management1.18%
  • 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).