LF Prudential Risk Managed Active 4 A Acc

Ranked 143 out of 262 in - Aggressive 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 40% and 80% of the Fund will be invested in schemes whose predominant exposure is to equities.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.5%
2018 -6.2% -3.1% 3.5% 0.7% -7.1%
2017 8.8% 3.7% 2.1% -0.2% 3.0%
2016 11.0% -1.1% 2.2% 7.1% 2.5%
2015 3.0% 6.6% -3.4% -5.9% 6.3%
2014 6.6% 0.3% 2.5% 1.3% 2.4%
2013 12.0% 8.0% -1.7% 3.2% 2.2%
2012 10.7% 7.0% -4.5% 4.6% 3.6%
2011 -4.6% 0.1% 1.0% -8.4% 3.1%
2010 -5.8% 6.9% 6.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
M&G Property Portfolio Sterling I Inc 11.17%
Investec UK Alpha J Acc GBP 7.27%
Threadneedle American Retail Net Acc GBX 6.25%
Legal & General UK Property C Acc (PAIF) 5.63%
AXA Framlington UK Select Opportunities R Acc 5.15%
M&G Recovery A Acc 4.91%
Kames Capital Investment Grade Bond A Acc 4.88%
Janus Henderson European Selected Opps A Acc 4.73%
Fidelity Moneybuilder Income Acc 4.50%
Fidelity Asia A Acc 4.33%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/01/2010
  • Share Class size259Mn
  • Base currencyGBP
  • ISIN GB00B549YV68

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).