Legal & General Future World Sust UK Eq Foc R Class AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.8 | 7.8 | -33.6 | 6.2 | 6.8 |
![]() | +/-Cat | 9.8 | -8.6 | -21.9 | -1.8 | -3.8 |
![]() | +/-B’mrk | - | - | - | -1.4 | -3.9 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBX 101.60 | |
Day Change | 0.99% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B032BQ58 | |
Fund Size (Mil) 31/07/2024 | GBP 148.58 | |
Share Class Size (Mil) 14/08/2024 | GBP 0.38 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.43% |
Investment Objective: Legal & General Future World Sust UK Eq Foc R Class Acc |
The objective of the Fund is to provide growth in excess of the FTSE All Share TR Net Index, (the “Benchmark Index”). The Fund aims to outperform the Benchmark Index over rolling three year periods after the deduction of all fees and expenses. The Fund is actively managed and seeks to achieve this objective by investing at least 90% in shares of companies that the Investment Manager considers to offer sustainable investment opportunities through their contribution towards the United Nations Sustainable Development Goals (“UN SDGs”), have strong growth prospects and are incorporated, headquartered or have their principal business activities in the UK. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Camilla Ayling 17/04/2023 | ||
Robert White 17/04/2023 | ||
Inception Date 01/11/2000 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE All Share NR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Legal & General Future World Sust UK Eq Foc R Class Acc | 31/07/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 4.41 |
![]() | ![]() | 4.31 |
![]() | ![]() | 4.29 |
![]() | ![]() | 4.22 |
![]() | ![]() | 4.19 |
![]() | ||
![]() ![]() ![]() | ||
Legal & General Future World Sust UK Eq Foc R Class Acc |