LF Prudential Risk Managed Passive 3 A Acc

Ranked 168 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Philip Butler

Objective

The fund invests mainly in other actively managed funds which provide global exposure to a variety of asset classes includingcompany shares, government and company debt securities, property and cash. Between 20% and 55% of the fund will be invested in funds whose predominant asset type is company shares.

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 4.1%
2018 -4.7% -3.3% 2.9% 1.1% -5.2%
2017 8.1% 3.3% 1.6% -0.1% 3.1%
2016 13.4% 1.7% 2.7% 6.7% 1.6%
2015 0.7% 4.8% -3.6% -4.2% 4.1%
2014 4.9% 0.8% 1.5% 0.2% 2.4%
2013 9.8% 6.7% -1.1% 1.6% 2.5%
2012 10.5% 6.4% -2.8% 2.9% 3.9%
2011 -2.6% 0.9% 1.7% -8.6% 3.8%
2010 11.4% 4.5% -5.0% 6.7% 5.1%
2009 20.5% -6.0% 10.2% 13.9% 2.2%
2008 -17.1% -5.5% -1.4% -6.8% -4.5%
2007 2.4% 0.9% 0.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
M&G Strategic Corporate Bond Sterling A Acc 22.14%
Legal & General UK Index C Inc 15.50%
M&G Property Portfolio Sterling I Inc 14.06%
Legal & General Pacific Index C Inc 6.25%
Legal & General US Index C Inc 6.09%
Legal & General European Index C Inc 5.86%
GBP Cash 5.71%
M&G European Corporate Bond A Acc 4.31%
M&G Global High Yield Bond Sterling X Acc 3.20%
Legal & General Japan Index C Inc 2.67%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/02/2007
  • Share Class size200Mn
  • Base currencyGBP
  • ISIN GB00B1P9ZR00

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.35%
  • 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).