L&G UK Special Situations I Inc

Fund

Fund Info

  • Yield History2.16%
  • 3 Year sharpe0.52
  • 3 Year alpha-1.87
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.79%
  • SectorUK All Companies
  • Manager GroupLegal & General
  • DomicileUnited Kingdom
  • ISINGB00B3DMY121

Investment Strategy

The investment objective is to maximise capital growth by investing predominantly in a portfolio of UK companies. Securities of companies considered undervalued due to their special situation, such as recovery action, management change, refinancing activity or undervalued strategic assets, will be chosen.