L&G Mixed Investment 40-85% M Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.73%
  • 3 Year sharpe0.68
  • 3 Year alpha-1.84
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.53%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupLegal & General
  • DomicileUnited Kingdom
  • ISINGB00B8028R48

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 40% and 85% to shares in companies. The remaining portfolio will have higher exposure to bonds than to the other asset classes.

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