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LF Prudential Risk Managed Pssv Active 2 A Acc

Ranked 300 out of 395 in - Balanced 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. Between 10% and 40% of the Fund will be invested in schemes whose predominant exposure is to equities.

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 4.5%
2018 -5.2% -2.4% 1.9% 0.2% -4.8%
2017 6.5% 2.7% 1.4% 0.1% 2.2%
2016 9.6% 1.2% 1.2% 5.7% 1.2%
2015 1.5% 4.1% -2.6% -3.3% 3.5%
2014 6.6% 1.2% 2.0% 0.8% 2.4%
2013 8.0% 5.0% -1.9% 2.7% 2.1%
2012 11.0% 5.6% -2.5% 4.5% 3.1%
2011 -1.5% 1.3% 1.0% -6.4% 2.8%
2010 -2.6% 5.9% 2.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
M&G Property Portfolio Sterling I Inc 7.89%
Fidelity Moneybuilder Income Acc 7.30%
M&G Strategic Corporate Bond Sterling A Acc 7.30%
Royal London Corporate Bond Z Inc 7.27%
BGF Euro Corporate Bond I2 GBP Hgd 6.82%
Kames Capital Investment Grade Bond A Acc 6.59%
Invesco Corporate Bond (UK) Acc 6.50%
Investec UK Alpha J Acc GBP 5.15%
Legal & General UK Property C Acc (PAIF) 4.66%
Threadneedle American Retail Net Acc GBX 3.57%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/01/2010
  • Share Class size178Mn
  • Base currencyGBP
  • ISIN GB00B51NJN82

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).