LF Resilient MM Balanced Managed X Acc

Ranked 164 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to achieve a long term total return by investing primarily in collective investment schemes that invest into a range of asset classes that include fixed interest, UK and international equities and in collective investment schemes that invest in securities of entities whose principal interests are property, infrastructure and commodities. There will be no additional restrictions on geographical areas, industrial or economic sectors.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.7% -3.7% 4.1% 0.6% -6.6%
2017 9.0% 4.1% -0.2% 0.9% 3.9%
2016 15.4% 0.6% 2.6% 9.5% 2.2%
2015 4.2% 5.8% -1.6% -4.0% 4.2%
2014 5.4% 0.4% 1.1% 0.2% 3.7%
2013 10.1% 5.9% -2.5% 3.9% 2.6%
2012 10.5% 5.5% -2.9% 5.6% 2.1%
2011 -5.2% 0.2% -0.2% -7.6% 2.6%
2010 13.3% 5.4% -4.4% 7.1% 4.9%
2009 18.1% -2.5% 4.0% 13.7% 2.4%
2008 -8.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
iShares £ Index-Linked Gilts UCITS ETF 4.18%
M&G Credit Income Investment Trust PLC ORD 4.17%
SPDR Bloomberg Barclays 1-5 Year Gilt UCITS ETF 3.91%
Liontrust Special Situations I Acc 3.72%
Tritax Big Box Reit PLC ORD 3.63%
Investec UK Equity Income L Acc Net GBX 3.62%
Schroder Strategic Credit Z GBP Acc 3.54%
MI TwentyFour Dynamic Bond I Inst Acc 3.53%
Legg Mason Japan Equity X GBP Acc 3.52%
iShares MSCI Europe ex-UK GBP Hgd UCITS ETF Dist 3.45%
30/11/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/08/2008
  • Share Class size31Mn
  • Base currencyGBX
  • ISIN GB00B2RHRS47

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0.00%

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