Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Legal & General UK Property Feeder R Acc

Ranked 14 out of 41 in - UK Physical over 12 months
All calculations are in GBP unless stated

Managed by

Michael Barrie

Michael Barrie attended Sheffield Hallam University where he gained a degree in urban land economics. He also holds a post-graduate diploma in property investment from Reading University. Michael is a director of the Legal & General Property Division and manages the L&G UK Property fund. He joined L&G in 2005 and prior to this he was the director F&C Property Asset Management. Previously he has worked in property fund management with Sun Alliance, Royal Sun Alliance, ISIS following the merger with Friends Provident and latterly with F&C PAM since the acquisition of ISIS by F&C in 2004. Michael is a member of the Royal Institute of Chartered Surveyors (MRICS).

Matt Jarvis

Matt Jarvis, MRICS is a senior fund manager at Legal & General Investment Management based in London. He joined the firm in 2004 and prior to this, he was a surveyor at Jones Lang LaSalle. Matt graduated from Reading University with a degree in land management and outside of work he lists rugby among his interests.

Objective

To provide a combination of income and growth by investing solely in the Legal & General UK Property Fund (the Master Fund). The fund aims to achieve investment returns very similar to those of the Master Fund. The Master Fund will typically invest at least 80% in a range of UK commercial properties (but this can be as low as 60% where the fund manager deems it to be in the interests of the fund and its shareholders). The Master Fund may invest in all types of commercial property. This fund may not be appropriate for investors who plan to withdraw their money within 5 years. The fund may be appropriate if you would like to add a more specialist investment to an existing portfolio.

Showing fund performance in United Kingdom View performance globally

Performance

UK Physical over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.1%
2018 4.0% 0.9% 2.3% 1.0% -0.2%
2017 8.2% 1.1% 1.8% 1.9% 3.2%
2016 1.3% 0.6% -3.2% 0.8% 3.2%
2015 10.2% 2.9% 1.3% 2.8% 2.8%
2014 13.1% 2.2% 3.1% 3.5% 3.7%
2013 7.6% 0.1% 2.1% 1.6% 3.7%
2012 1.9% 1.3% 0.1% 0.1% 0.4%
2011 3.0% 1.9% 1.9% -2.0% 1.1%
2010 10.1% 4.1% 1.5% 1.8% 2.5%
2009 5.7% -5.5% -0.1% 5.2% 6.4%
2008 -17.7% -4.8% -2.5% -2.9% -8.7%
2007 -3.1% 1.7% 1.5% -0.9% -5.3%
2006 4.2% 4.1% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/02/2006
  • Share Class size3,276Mn
  • Base currencyGBP
  • ISIN GB00BK35F283

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

FCA proposal to suspend funds ‘should be last resort’

The regulator's plans for open-ended funds investing in illiquid assets to gate more easily has divided opinion.

Profile: Parmenion's ethical boss on how ESG led to outperformance

Rising star Andrew Gilbert on how embracing ethical management has rerated sector stocks 

LGIM to hike fee on £2.3bn property fund

The fee raise on the LGIM UK Property fund comes into effect in March.

Profile: What Meera Hearnden did next

Why the fund star jumped ship from Hargreaves Lansdown to Parmenion

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).