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Legal & General Mixed Investment Inc 0-35% D 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

The fund invests in a broad range of UK and overseas company shares, bonds, cash and other assets including those whose return is linked to commodities and property. The fund will have a bias towards bonds and will invest up to 35% in company shares. Usually the fund will invest in these assets through other authorised investment funds, including index-tracking or actively managed funds from Legal & General. The bonds that the fund invests in 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

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.2%
2018 -4.7% -2.7% 1.0% -0.2% -2.9%
2017 5.6% 2.7% 0.9% 0.6% 1.4%
2016 11.1% 3.4% 3.7% 4.7% -1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/10/2015
  • Share Class size83Mn
  • Base currencyGBP
  • ISIN GB00BYW6BW21

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment100

Charges

  • Annual management0.95%
  • 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).