LF Prudential Risk Managed Active 3 A Acc

Ranked 224 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Philip Butler

Objective

The Fund aims to achieve long-term total return (the combination of income and growth of capital) by investing mainly in collective investment schemes. Between 20% and 55% of the Fund will be invested in schemes whose predominant exposure is to equities.

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 4.7%
2018 -5.2% -2.9% 2.8% 0.5% -5.5%
2017 8.0% 3.4% 2.0% 0.1% 2.2%
2016 9.4% -0.6% 2.1% 6.3% 1.5%
2015 2.4% 5.5% -3.1% -4.5% 4.9%
2014 5.8% 0.8% 2.1% 0.8% 2.1%
2013 9.5% 6.2% -1.9% 3.0% 2.0%
2012 11.6% 6.5% -3.5% 4.4% 4.0%
2011 -3.1% 0.5% 1.0% -7.4% 3.1%
2010 -4.3% 6.8% 4.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
M&G Property Portfolio Sterling I Inc 9.43%
Fidelity Moneybuilder Income Acc 8.16%
Invesco Corporate Bond (UK) Acc 8.12%
Kames Capital Investment Grade Bond A Acc 7.49%
Investec UK Alpha J Acc GBP 7.01%
Legal & General UK Property C Acc (PAIF) 5.47%
AXA Framlington UK Select Opportunities R Acc 5.40%
Threadneedle American Retail Net Acc GBX 4.71%
BGF Euro Corporate Bond I2 GBP Hgd 4.71%
Janus Henderson European Selected Opps A Acc 4.68%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/01/2010
  • Share Class size234Mn
  • Base currencyGBP
  • ISIN GB00B55GVW64

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.40%
  • Initial investment5.00%

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).