L&G Real Income Builder L GBP Acc

Ranked 50 out of 416 in - Balanced GBP over 12 months
All calculations are in GBP unless stated


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


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

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 size381Mn
  • Base currencyGBP

Purchase Info

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


  • Annual management0.00%
  • 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).