Legal & General Real Income Builder L Acc

Ranked 53 out of 416 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Olivia Treharne

Objective

The primary objective: to generate income that grows by 4% more than the rate of UK inflation, where income is measured on a per unit basis over 3 year rolling time periods. The secondary objective: to grow capital at a similar rate to income, but this applies over periods longer than 5 years. The above objectives are before the deduction of any charges and assumes income is reinvested. The fund will achieve its objectives by permanently investing not less than 85% of its assets in the L&G Real Income Builder Fund (the Master Fund). It is expected that the Master Fund will invest between 40% and 80% in company shares and depositary receipts.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -5.7% -3.8% 4.6% 3.5% -9.5%
2017 8.2% 3.5% 1.0% 1.5% 2.0%
2016 10.4% 1.7% 1.8% 5.3% 1.3%
2015 -1.9% -1.7% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/03/2015
  • Base currencyGBP
  • ISIN GB00BVFM4271

Purchase Info

  • Min. initial investment100,000

Charges

  • Annual management0.04%

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