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LEGAL & GENERAL (BARCLAYS) COMBINED INCOME - Fund overview

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Overview of LEGAL & GENERAL (BARCLAYS) COMBINED INCOME

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. LEGAL & GENERAL (BARCLAYS) COMBINED INCOME does not fall into either of these categories at present.

Standard Initial Charge

5.25% 5.25%

Fund summary

Sector  UK Equity and Bond Income
Product type  UNIT TRUST
Launched  October, 1964
Size  £317m
Yield 4.1%
Charging basis  Capital
Dividends paid  15/3, 15/9.
Bid price 719.70p 4.30p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 5.25%
Additional bid/offer spread 0.70%
Annual management charge 1.00%
Total expense ratio 1.14%
Reduction in yield (10yr) 1.74%

Bestinvest says


No information available.

Portfolio

legal & general (barclays) combined income asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 5%
legal & general (barclays) combined income equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
legal & general (barclays) combined income equity capitalisation illustration
Allocation Proportion
Large Caps 81%
Mid Caps 17%
Small Caps 2%

Investment process


Aim: An attractive level of income with the prospect of capital growth over the medium to long term from a portfolio comprising mainly UK equities and fixed interest securities (including government securities).

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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