Legal & General Future World ESG Tilted & Optimised Developed Index Fund R GBP Acc

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Performance History31/03/2025
Growth of 1,000 (GBP) Advanced Graph
Legal & General Future World ESG Tilted & Optimised Developed Index Fund R GBP Acc
Fund24.1-11.218.020.9-7.4
+/-Cat6.1-1.85.36.7-3.8
+/-B’mrk4.5-3.52.81.6-3.2
 
Key Stats
NAV
02/04/2025
 GBP 0.94
Day Change -0.31%
Morningstar Category™ Global Large-Cap Blend Equity
IA (formerly IMA) Sector Global
ISIN GB00BYWQX040
Fund Size (Mil)
31/03/2025
 USD 2568.21
Share Class Size (Mil)
02/04/2025
 GBP 0.88
Max Initial Charge -
Ongoing Charge
21/03/2025
  0.55%
Investment Objective: Legal & General Future World ESG Tilted & Optimised Developed Index Fund R GBP Acc
The objective of the Fund is to track the performance of the Solactive L&G Enhanced ESG Developed Markets Index NTR (the “Benchmark Index”) on a net total return basis before fees and expenses are applied. Therefore, the Fund’s performance may differ from the Benchmark Index due to the deduction of fees and expenses and the impact of any tracking error factors. The Fund will invest at least 90% in assets (directly or through depositary receipts) that make up the Benchmark Index.
Returns
Trailing Returns (GBP)02/04/2025
YTD-6.32
3 Years Annualised7.58
5 Years Annualised15.53
10 Years Annualised-
12 Month Yield 1.01
Management
Manager Name
Start Date
Not Disclosed
12/04/2019
Inception Date
12/04/2019
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Solactive L&G Enh ESG DM NR GBPMorningstar Global TME NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNo
OtherNot Specific
Portfolio Profile for  Legal & General Future World ESG Tilted & Optimised Developed Index Fund R GBP Acc28/02/2025
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.580.0498.55
Bond0.000.000.00
Property0.000.000.00
Cash1.370.001.37
Other0.090.000.08
Top 5 Regions%
United States71.66
Eurozone7.48
Japan6.45
Europe - ex Euro4.48
United Kingdom3.70
Top 5 Sectors%
Technology29.54
Financial Services18.99
Healthcare13.60
Consumer Cyclical9.42
Communication Services8.41
Top 5 HoldingsSector%
NVIDIA CorpTechnologyTechnology5.32
Apple IncTechnologyTechnology5.29
Microsoft CorpTechnologyTechnology5.18
Amazon.com IncConsumer CyclicalConsumer Cyclical2.08
Meta Platforms Inc Class ACommunication ServicesCommunication Services2.06
Legal & General Future World ESG Tilted & Optimised Developed Index Fund R GBP Acc

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