L&G Mixed Investment 0-35% I Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.91%
  • 3 Year sharpe0.68
  • 3 Year alpha-0.84
  • Distribution Typeaccumulation
  • BenchmarkBank of England Base Rate
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.45%
  • IA SectorMixed Investment 0-35% Shares
  • Manager GroupLegal & General
  • DomicileUnited Kingdom
  • ISINGB00B8KRCM23

Investment Strategy

The objective of the Fund is to provide growth. The Fund aims to achieve capital growth in excess of the Bank of England Base Rate, the “Benchmark”. This objective is before the deduction of any charges and measured over rolling three year periods. Whilst the Fund aims to achieve its objective, there is no guarantee that this will be achieved over that period or any other period and capital invested in the Fund is at risk. The Fund is actively managed and will have exposure to shares in companies, bonds (both corporate and government), money market instruments (such as treasury bills), cash, deposits and indirectly to property and alternative asset classes (such as commodities). The shares in companies and bonds may represent all economic sectors and geographical areas.

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