L&G Mixed Investment 0-20% F Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 53.48 Day Change GBX +0.02 (0.04%)
Price Date 19 May 2017 Crown Rating
Shares Class Inc. Yield 2.10 %
Total Expense Ratio 0.00 Fund Size 9,111,436.34
Launch Date 05/10/2015 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 20.00 Total Expense Ratio (%) 0.00
ISIN GB00BDGNVQ66 Min TopUp (£) 20.00

Fund Objective

The objective of the fund is to provide long-term growth of capital, and income.||The fund invests in a broad range of UK and overseas company shares, bonds (a type of loan which pays interest), cash and other assets including those whose return is linked to commodities and property. The fund will have a bias towards bonds and will invest up to 20% in company shares.||Usually the fund will invest in these assets through other authorised investment funds, including index-tracking or actively managed funds from Legal & General. However, it may also invest directly in company shares, bonds, cash or cash like investments, as well as other funds. At times the fund could hold||[*up to 100% in other funds; or*][*up to 100% directly in the assets.*]|The bonds that the fund invests in may be||[*investment grade (rated as lower risk); or*][*sub-investment grade (rated as higher risk).*]|Investment and sub-investment grade bonds are bonds that have been given a credit rating by a rating agency. Credit ratings give an indication of how likely it is that the issuer of a bond will be able to pay back interest and the loan on time.||The bonds that the fund invests in may be issued by companies or governments.||The fund may use derivatives (contracts which have a value linked to the price of another asset) to:[*reduce risk or cost; or*][*generate additional capital or income with no, or an acceptably low, level of risk.*]This fund may not be appropriate for investors who plan to withdraw their money within five years.

Fund Managers

Justin Onuekwusi
Justin is a fund manager within the Portfolio Strategy team, focusing on the management of the team's retail and risk-profiled multi-asset funds. Prior to joining LGIM in August 2013, Justin was a fund manager with Aviva Investors' multi-asset team combining both strategic and tactical dynamic asset allocation with manager selection in the construction of multi-asset portfolios. He was lead fund manager on a range of risk-targeting multi-asset funds and co-lead fund manager on a number of unit-linked Life and Pension funds, as well as manager of manager offerings. Justin previously worked as a fund research analyst at Merrill Lynch and an investment consultant for Aon Consulting. Justin is a CFA charterholder and holds a degree in economics from the University of Warwick and the Investment Management Certificate