Legal & General Multi-Index 3 Fund J Class AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 6.1 | 3.3 | -11.7 | 6.3 | 2.8 |
![]() | +/-Cat | 2.3 | 0.9 | -1.4 | -1.0 | 0.1 |
![]() | +/-B’mrk | 0.5 | 3.6 | 1.6 | 0.3 | 0.3 |
Category: GBP Allocation 0-20% Equity | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBP 0.74 | |
Day Change | 0.39% | |
Morningstar Category™ | GBP Allocation 0-20% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00BJLT5G93 | |
Fund Size (Mil) 31/07/2024 | GBP 387.21 | |
Share Class Size (Mil) 14/08/2024 | GBP 3.85 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.24% |
Morningstar Research |
Analyst Report | 23/04/2024 Tom Mills, Senior Analyst Morningstar, Inc |
L&G Multi-Index 3 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 3 Fund J Class Accumulation |
The objective of the Fund is to provide a combination of growth and income within a pre-determined 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, at least 75% of the Fund will invest 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 07/06/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Legal & General Multi-Index 3 Fund J Class Accumulation | 31/07/2024 |
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