L&G Multi-Index Income 5 I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.76%
  • 3 Year sharpe0.53
  • 3 Year alpha-1.9
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.33%
  • IA SectorVolatility Managed
  • Manager GroupLegal & General
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Fund is to provide a combination of income and growth within a pre-determined risk profile. The Fund will invest in assets that generate higher income over assets that grow in value. The Fund’s potential gains and losses are likely to be constrained by the objective to remain within the risk profile. The Fund is actively managed and will have exposure to bonds (both government and non-government), shares in companies, money market instruments (such as treasury bills), cash, permitted deposits and indirectly to alternative asset classes (such as commodities) and property. Due to the risk profile, the intention is that the Fund will typically have higher exposure to shares in companies than to bonds, money market instruments and cash relative to other funds with a lower risk profile in the Legal & General Multi- Index Funds range. However, the aggregate exposure to bonds may still be material.

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