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L&G Real Income Builder L GBP Acc

Ranked 50 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The primary objective of the Fund is to generate an income that grows by 4% more than the rate of UK inflation, where income is measured on a per unit basis over 3 year rolling time periods. The ACS Manager will measure inflation against the UK Consumer Prices Index (CPI). The Fund has a secondary objective to grow capital at a similar rate to income, but this applies over periods longer than 5 years. The Fund will predominantly invest in the following types of assets which may be denominated in any currency: company shares, depositary receipts, bonds and any other fixed income securities. It is expected that the Fund will invest between 40% and 80% in company shares and depositary receipts.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -5.5% -3.7% 4.7% 3.6% -9.4%
2017 8.3% 3.5% 0.9% 1.5% 2.0%
2016 10.4% 1.8% 1.7% 5.2% 1.4%
2015 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/08/2015
  • Share Class size374Mn
  • Base currencyGBP
  • ISIN GB00BYR4GH19

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment100,000

Charges

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

Related News

LGIM opens ‘mid-risk’ unit trust to public

Legal & General Investment Management has launched its L&G Real Capital Buildera medium capital risk fund to external investors.

LGIM name new lead manager of real income fund

Legal & General Investment Management (LGIM) has added to its active equity team with the appointment of Nigel Masding as lead manager of its Real Income Builder fund.

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