Legal & General Multi-Index 5 Fund R Class AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 5.6 | 9.0 | -9.2 | 8.9 | 5.6 |
![]() | +/-Cat | 1.5 | 1.0 | 1.2 | 1.4 | 0.5 |
![]() | +/-B’mrk | 0.3 | 1.0 | 0.0 | -0.3 | -0.8 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBX 69.13 | |
Day Change | 0.49% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00BYXQ3928 | |
Fund Size (Mil) 31/07/2024 | GBP 2590.31 | |
Share Class Size (Mil) 14/08/2024 | GBP 3.64 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.61% |
Morningstar Research |
Analyst Report | 23/04/2024 Tom Mills, Senior Analyst Morningstar, Inc |
L&G Multi-Index 5 is built on a structured asset-allocation framework and the use of mainly passive funds to express views. Following the departure of lead manager Justin Onuekwusi in April 2023, the fund was placed Under Review. However, we... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Legal & General Multi-Index 5 Fund R Class Accumulation |
The objective of the Fund is to provide a combination of growth and income within a predetermined risk profile. The Fund’s potential gains and losses are likely to be constrained by the objective to remain within the risk profile. To obtain this exposure, the Fund will invest at least 75% in collective investment schemes. At least 50% of the Fund will invest in index tracker schemes which are operated by the Manager or an Associate. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Andrzej Pioch 29/06/2015 | ||
Francis Chua 01/09/2018 | ||
Inception Date 27/03/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Legal & General Multi-Index 5 Fund R Class Accumulation | 31/07/2024 |
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