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LF Prudential Risk Managed Active 1 A Acc

Ranked 87 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Philip Butler

Objective

The Fund aims to achieve long-term total return (the combination of income and growth of capital) by investing mainly in collective investment schemes. No more than 30% of the Fund will be invested in schemes whose predominant exposure is to equities.

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 4.0%
2018 -4.4% -2.1% 1.3% 0.0% -3.7%
2017 6.2% 2.4% 1.9% -0.3% 2.1%
2016 7.9% 0.5% 2.0% 5.6% -0.4%
2015 1.7% 3.8% -2.6% -1.2% 2.0%
2014 5.8% 1.8% 1.7% 0.7% 1.6%
2013 5.6% 3.1% -2.1% 2.0% 2.6%
2012 11.0% 4.4% -1.6% 4.8% 3.0%
2011 0.0% 0.7% 1.1% -4.6% 2.9%
2010 -1.5% 5.3% 0.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
M&G Strategic Corporate Bond Sterling A Acc 9.92%
Invesco Corporate Bond (UK) Acc 9.30%
Royal London Corporate Bond Z Inc 9.22%
Kames Capital Investment Grade Bond A Acc 9.18%
Fidelity Moneybuilder Income Acc 9.13%
BGF Euro Corporate Bond I2 GBP Hgd 8.55%
M&G Property Portfolio Sterling I Inc 5.86%
M&G Short Dated Corporate Bond Sterling A Inc 4.47%
Investec UK Alpha J Acc GBP 3.97%
Legal & General UK Property C Acc (PAIF) 3.21%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/01/2010
  • Share Class size96Mn
  • Base currencyGBP
  • ISIN GB00B5460Q40

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.40%
  • Initial investment5.00%

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