Legal & General Mixed Investment 0-35% Fund

Select share classes

Legal & General Mixed Investment 0-35% Fund I Class Accumulation

Category GBP Allocation 20-40% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

209.80p

arrow-up0.30p (+0.14%)

Fund Code

LGXIA

B8KRCM2

GB00B8KRCM23

Prices updated as at 27 Mar 2024
|
Prices in GBX

Investment objective
The objective of the Fund is to provide growth. The Fund aims to achieve capital growth in excess of the Bank of England Base Rate, the “Benchmark”. This objective is before the deduction of any charges and measured over rolling three year periods. The Fund will have higher exposure to bonds and money market instruments than to shares in companies. The Fund will have exposure of up to 35% to shares in companies and at least 45% to money market instruments and bonds with an investment grade rating. To obtain exposure to shares in companies, bonds, money market instruments and cash, the Manager may invest directly and/or in collective investment schemes (both active and index tracker) including those which are operated by the Manager or an Associate. At times the Fund may be fully invested in collective investments schemes only or direct investments only.

Fund statusOpen
Fund typeUnit Trust
Fund managerBruce White, Chris Teschmacher
209.8
190
Fund comparative indexBank of England Base Rate
Mixed Investment 0-35% Shares
-
0.48
0.04
0.00
GBP Allocation 20-40% Equity
No
Fund providerLegal & General (Unit Trust Managers) Ltd
Share class launch date31 Oct 2012
£849.90m
3.60
2.30
3.60
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.