Legal & General Future World Sust UK Eq Foc C Class Acc

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Performance History31/10/2024
Growth of 1,000 (GBP) Advanced Graph
Legal & General Future World Sust UK Eq Foc C Class Acc
Fund5.88.7-33.07.22.9
+/-Cat10.9-7.6-21.3-0.8-3.8
+/-B’mrk----0.4-5.3
 
Key Stats
NAV
22/11/2024
 GBX 51.46
Day Change 1.72%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00BF7MD597
Fund Size (Mil)
31/10/2024
 GBP 17.93
Share Class Size (Mil)
22/11/2024
 GBP 0.00
Max Initial Charge -
Ongoing Charge
04/11/2024
  0.50%
Investment Objective: Legal & General Future World Sust UK Eq Foc C 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
Trailing Returns (GBP)22/11/2024
YTD4.91
3 Years Annualised-9.90
5 Years Annualised-1.58
10 Years Annualised-
12 Month Yield 1.73
Management
Manager Name
Start Date
Camilla Ayling
17/04/2023
Robert White
17/04/2023
Inception Date
12/12/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE All Share NR GBPMorningstar UK All Cap TME NR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Legal & General Future World Sust UK Eq Foc C Class Acc31/10/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock91.680.0091.68
Bond0.000.000.00
Property0.000.000.00
Cash1.410.780.63
Other7.690.007.69
Top 5 Regions%
United Kingdom95.53
Europe - ex Euro4.47
United States0.00
Canada0.00
Latin America0.00
Top 5 Sectors%
Industrials27.28
Consumer Defensive17.93
Financial Services17.27
Consumer Cyclical13.65
Healthcare7.95
Top 5 HoldingsSector%
Compass Group PLCConsumer CyclicalConsumer Cyclical4.46
London Stock Exchange Group PLCFinancial ServicesFinancial Services4.40
RELX PLCIndustrialsIndustrials4.35
Experian PLCIndustrialsIndustrials4.32
Tate & Lyle PLCConsumer DefensiveConsumer Defensive4.28
Legal & General Future World Sust UK Eq Foc C Class Acc

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