LF Prudential Risk Managed Act 5 A Acc

Ranked 99 out of 156 in - Flexible 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 60% and100% of the Fund will be invested in schemes whose predominant exposure is to equities.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.0%
2018 -7.3% -4.0% 4.3% 1.4% -8.7%
2017 11.1% 4.7% 2.4% -0.2% 3.8%
2016 11.4% -1.9% 3.8% 7.0% 2.3%
2015 4.2% 7.7% -2.8% -7.2% 7.2%
2014 5.4% -0.3% 2.2% 1.1% 2.4%
2013 15.0% 9.7% -1.5% 3.8% 2.5%
2012 11.1% 8.2% -5.9% 5.0% 3.9%
2011 -6.6% -0.7% 1.0% -9.6% 3.1%
2010 -7.3% 7.5% 8.7%

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 12.09%
M&G Recovery A Acc 7.76%
Investec UK Alpha J Acc GBP 7.71%
Threadneedle American Retail Net Acc GBX 7.42%
AXA Framlington UK Select Opportunities R Acc 5.77%
Legal & General UK Property C Acc (PAIF) 5.45%
Investec GSF Asian Equity I Acc GBP 5.27%
Janus Henderson European Selected Opps A Acc 5.05%
Fidelity Asia A Acc 4.95%
Artemis Income R Acc 4.26%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/01/2010
  • Share Class size113Mn
  • Base currencyGBP
  • ISIN GB00B5107K29

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).