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LF Prudential Risk Managed Passive 1 A Acc

Ranked 51 out of 127 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Philip Butler

Objective

The Sub-fund aims to achieve long-term total return (the combination of income and growth of capital) by investing mainly in collective investment schemes. Between 10% and 40% of the Sub-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 : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.4%
2018 -4.0% -2.2% 1.2% 0.5% -3.4%
2017 6.3% 2.3% 1.6% 0.0% 2.4%
2016 11.8% 2.4% 3.4% 4.9% 0.7%
2015 -0.1% 2.7% -3.9% -1.5% 2.7%
2014 3.8% 0.9% 1.4% -0.1% 1.6%
2013 6.0% 3.8% -1.2% 1.3% 2.1%
2012 10.0% 4.4% -1.5% 3.2% 3.6%
2011 1.8% 0.8% 1.8% -4.9% 4.2%
2010 7.5% 2.9% -1.1% 4.1% 1.5%
2009 14.9% -3.1% 7.3% 8.5% 1.8%
2008 -2.8% -1.8% -1.8% -1.4% 2.3%
2007 -0.6% 1.8% 1.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
M&G Strategic Corporate Bond Sterling A Acc 29.31%
M&G Corporate Bond I Inc 14.59%
M&G Property Portfolio Sterling I Inc 8.76%
M&G European Corporate Bond A Acc 8.10%
Legal & General UK Index C Inc 7.42%
M&G Short Dated Corporate Bond Sterling A Inc 3.64%
Legal & General US Index C Inc 3.10%
Legal & General Pacific Index C Inc 3.03%
M&G Global High Yield Bond Sterling X Acc 2.73%
Legal & General European Index C Inc 2.68%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/02/2007
  • Share Class size308Mn
  • Base currencyGBP
  • ISIN GB00B1P9ZN61

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.35%
  • 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).