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Legal & General Multi-Asset Target Return L Acc

Ranked 6 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Objective

To provide long-term growth to achieve a total return of both income and capital at 5% above the Bank of England base rate per annum over rolling 3 year periods. The Fund will aim to achieve its objective as described above while: reducing the overall volatility of the Fund; limiting the correlation of the Funds performance with that of global company shares; and limiting the potential losses of the Fund due to large falls in security markets. The fund seeks to achieve its objective by using a range of investment strategies and techniques to actively gain exposure to a broad range of asset classes. The fund may invest in any region of the world, including emerging markets, and in any currency.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return 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 0.1% 0.2% 1.4% 1.7% -3.1%
2017 7.0% 2.7% 0.7% 2.3% 1.2%
2016 8.3% -0.4% 1.1% 2.5% 4.9%
2015 -4.4% 0.8% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/03/2015
  • Base currencyGBP
  • ISIN GB00BVG7BL97

Purchase Info

  • Min. initial investment100,000

Charges

  • Annual management0.06%
  • 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).