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LEGAL & GENERAL DISTRIBUTION R - Fund overview

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Overview of LEGAL & GENERAL DISTRIBUTION R

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

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  UNIT TRUST
Launched  November, 2003
Size  £39m
Yield 4.3%
Charging basis  50% Income 50% Capital
Dividends paid  –
Bid price(inc) 50.16p
Bid price(acc) 68.79p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 1.06%
Annual management charge 1.25%
Total expense ratio 0.71%
Reduction in yield (10yr) 0.82%

Bestinvest says


No information available.

Portfolio

legal & general distribution r asset allocation illustration
Allocation Proportion
Equity 36%
High yield bonds 16%
Quality bonds 46%
Property
Commodities
Hedge
Fund cash 2%
legal & general distribution r equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
legal & general distribution r equity capitalisation illustration
Allocation Proportion
Large Caps 84%
Mid Caps 11%
Small Caps 5%

Investment process


The fund's objective is to provide a combination of income and long-term capital growth by investing in a diversified portfolio of bonds, equities and any other assets. The manager may invest in other collective investment schemes managed by companies in the Legal & General group.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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