L&G Future Wld Clmt Chg Eq Fct Idx I Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.56%
  • 3 Year sharpe0.76
  • 3 Year alpha-2.14
  • Distribution Typeaccumulation
  • BenchmarkFTSE AW x CW Climate Bal Fct TR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.31%
  • IA SectorGlobal
  • Manager GroupLegal & General
  • DomicileUnited Kingdom
  • ISINGB00BF41Q726

Investment Strategy

The objective of the Fund is to provide a combination of growth and income by tracking the performance of the FTSE All-World ex CW Climate Balanced Factor Index, the “Benchmark Index”. This objective is after the deduction of charges and taxation. The Fund is a Replicating Fund as it seeks to replicate as closely as possible the constituents of the Benchmark Index by holding all, or substantially all, of the assets comprising the Benchmark Index in similar proportions to their weightings in the Benchmark Index. The Fund will have at least 90% exposure to assets that make up the Benchmark Index. However it may exclude shares of companies from the Benchmark Index in accordance with the Manager’s climate impact pledge (the “Climate Impact Pledge”) and tracking error

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