Legal & General Mixed Investment 20-60% Fund

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Legal & General Mixed Investment 20-60% Fund I Class Distribution

Category GBP Allocation 40-60% Equity


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

60.54p

arrow-up0.15p (+0.25%)

Fund Code

LGTSI

BMHTPN1

GB00BMHTPN10

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
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 20% and 60% to shares in companies and at least 30% of the value of the Fund to bonds and money market instruments. To obtain the 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
60.54
54.76
Fund comparative indexIA Mixed Investment 20%-60% Shrs
Mixed Investment 20-60% Shares
-
0.52
-0.01
0.00
GBP Allocation 40-60% Equity
No
Fund providerLegal & General (Unit Trust Managers) Ltd
Share class launch date30 Jun 2014
£926.58m
-
2.40
-
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.