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Legal & General Multi-Index 5 F Acc

Ranked 53 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Francis Chua

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.

Andrzej Pioch

Objective

To provide a combination of growth and income and to keep the fund within a predetermined risk profile. The fund will have exposure to company shares, company and government bonds, cash and UK commercial property. The fund will have a bias towards company shares. At least 75% of the fund will be invested in other funds. At least 50% of the fund will be invested in Legal & General index-tracker funds

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -4.5% -3.4% 3.7% 1.5% -6.1%
2017 8.5% 3.4% 0.8% 1.1% 2.9%
2016 14.3% 1.4% 3.4% 6.6% 2.3%
2015 3.4% 5.7% -2.2% -4.4% 4.6%
2014 8.1% 1.0% 2.8% 1.6% 2.4%
2013 3.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Legal & General US Index I Inc 11.52%
Legal & General UK Index L Inc 10.18%
GBP Future 8.89%
Legal & General European Index I Inc 8.36%
Legal & General Sterling Corporate Bond Idx L Inc 8.19%
Legal & General Japan Index I Inc 5.58%
Legal & General Emer Mkts Govt Bd USD Idx L Inc 5.07%
LGIM Global Corporate Bond B GBP Acc Hgd 4.50%
Legal & General Global Emerging Markets Indx L Inc 4.24%
LGIM Sterling Liquidity 1 3.87%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/08/2013
  • Share Class size1,066Mn
  • Base currencyGBP
  • ISIN GB00B89NB242

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management0.50%
  • 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).