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Legal & General Mixed Investment 0-35% R Acc

Ranked 36 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Justin Onuekwusi

Justin Onuekwusi is currently a multi asset fund manager at Legal & General where he joined in 2013. Justin started his career at Aon Consulting in 2003 where he was a senior investment analyst. He moved to Merrill Lynch in 2007 as a manager and research analyst and then joined Aviva Investors in 2010 where he became a multi asset fund manager. Justin studied Economics at the University of Warwick and is a CFA Charterholder. Outside of work he enjoys tennis, football, music and the cinema and theatre.

Chris Teschmacher

Objective

To provide growth of capital above the Bank of England base interest rate over rolling 3 year periods. The fund will invest between 80% and 100% in a broad range of UK and overseas company shares, bonds and cash. The fund will invest up to 35% in company shares. Normally investments in these assets will be made by holding at least 60% in other authorised investment funds, including funds from Legal & General. The bonds that the fund invests in may be investment grade (rated as lower risk) or sub-investment grade (rated as higher risk). This fund may not be appropriate for investors who plan to withdraw their money within 5 years.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.9%
2018 -4.3% -2.6% 1.4% 0.1% -3.3%
2017 5.0% 2.4% 0.6% 0.4% 1.6%
2016 9.4% 2.9% 3.2% 4.4% -1.3%
2015 -1.1% 3.0% -2.9% -2.4% 1.3%
2014 4.5% 1.0% 1.2% 0.6% 1.7%
2013 7.9% 3.6% -2.0% 2.4% 3.7%
2012 6.7% 3.5% -1.9% 3.3% 1.7%
2011 -1.4% 1.9% -0.1% -3.8% 0.7%
2010 8.4% 3.0% -3.0% 6.1% 2.3%
2009 2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Future 16.47%
LGIM Global Corporate Bond B GBP Acc Hgd 11.38%
Legal & General (N) Tracker I Inc 8.30%
Legal & General Global Inflation Lnkd Bd Idx L Inc 7.78%
Legal & General Fixed Interest I Inc 7.44%
Legal & General All Stocks Gilt Index I Inc 6.92%
Legal & General Emer Mkts Govt Bd USD Idx L Inc 5.49%
Legal & General High Income I Inc 5.19%
Legal & General EM Govt Bd (Loc Curr) Idx L Inc 4.72%
Legal & General Sh Dated GBP Corp Bond Index L Inc 3.84%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/01/2005
  • Share Class size1,316Mn
  • Base currencyGBP
  • ISIN GB00B3XPLT84

Purchase Info

  • Min. initial investment20
  • Min. regular additional investment20

Charges

  • Annual management1.17%
  • 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).