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Legal & General Future World Sustnbl Opps R Acc

Ranked 391 out of 423 in - Balanced GBP over 3 months
All calculations are in GBP unless stated

Managed by

Anton Eser

Anton Eser is originally from Johannesburg, South Africa and is currently based in London. He is a portfolio manager at Legal & General Investment Management where he deals in bonds, using a macro investment style.

Nick Hartley

Objective

To seek to provide positive returns of both capital growth and income. The Fund will seek to provide returns of 5% above the Bank of England Base Rate per annum over rolling 5 year periods. The Fund invests in companies which the Manager believes are attractive in value and which offer sustainable investment opportunities for the future. The Fund invests in shares and investment grade and sub-investment grade bonds in both developed and emerging markets. However, the Fund may exclude shares and bonds in accordance with the Managers climate impact pledge.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 -6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/08/2018
  • Share Class size97Mn
  • Base currencyGBP
  • ISIN GB00BFZ60297

Purchase Info

  • Min. initial investment500

Charges

  • Annual management0.75%
  • 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).