Legal & General Multi-Index 3 Fund F Class AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -2.1 | 9.6 | 5.8 | 3.0 | -5.7 |
![]() | +/-Cat | 0.7 | 1.1 | 2.1 | 0.6 | -0.1 |
![]() | +/-B’mrk | - | - | - | - | - |
Category: GBP Allocation 0-20% Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 27/05/2022 | GBX 70.31 | |
Day Change | 0.46% | |
Morningstar Category™ | GBP Allocation 0-20% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00B9G59S27 | |
Fund Size (Mil) 30/04/2022 | GBP 597.36 | |
Share Class Size (Mil) 30/04/2022 | GBP 0.23 | |
Max Initial Charge | - | |
Ongoing Charge 30/10/2021 | 0.50% |
Morningstar Research |
Analyst Report |
L&G Multi-Index 3 is part of a risk-targeted range, built on a structured asset-allocation framework and the use of passive funds to express views. Since its inception in 2013, its experienced team has built a strong track record within the GBP... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Above Average |
Parent | Above Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Legal & General Multi-Index 3 Fund F Class Accumulation |
The objective of the Fund is to provide a combination of growth and income within a pre-determined risk profile. 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 bonds, money market instruments and cash than to shares in companies, relative to other funds in the Legal & General Multi-Index Funds range. However, the aggregate exposure to shares in companies may still be material. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Justin Onuekwusi 21/08/2013 | ||
Bruce White 21/08/2013 | ||
Click here to see others | ||
Inception Date 21/08/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Legal & General Multi-Index 3 Fund F Class Accumulation | 31/03/2022 |
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