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Legal & General Mixed Investment 20-60% D Acc

Ranked 125 out of 395 in - Balanced 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


To provide growth of both capital and income. The fund will invest in a broad range of UK and overseas company shares, bonds and other assets. The fund will invest between 20 and 60% in company shares. Generally the Fund will invest in these assets through other authorised investment funds, including funds from Legal & General. The bonds that the fund invests in may be investment grade or sub-investment grade and may be issued by companies or governments. 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


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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.3%
2018 -5.6% -3.7% 3.0% 0.6% -5.4%
2017 6.3% 3.2% 0.6% 0.6% 1.8%
2016 13.4% 2.3% 3.8% 5.7% 1.0%
2015 -0.3% 4.6% -3.3% -4.5% 3.3%
2014 0.4% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/2014
  • Share Class size1,106Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20


  • Annual management0.94%
  • 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).