L&G Mixed Investment 20-60% I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.73%
  • 3 Year sharpe0.56
  • 3 Year alpha-1.47
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20%-60% Shrs
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.49%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupLegal & General
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Fund is to provide a combination of growth and income. 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. The Fund will have exposure of between 20% and 60% to shares in companies and at least 30% of the value of the Fund to bonds and money market instruments.

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