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LEGAL & GENERAL MULTI MANAGER BALANCED R - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of LEGAL & GENERAL MULTI MANAGER BALANCED R

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. LEGAL & GENERAL MULTI MANAGER BALANCED 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 40-85% Shares
Product type  UNIT TRUST
Launched  April, 2008
Size  £31m
Yield 0.9%
Charging basis  Income
Dividends paid  15/3, 15/9.
Bid price(inc) 52.09p
Bid price(acc) 53.50p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.01%
Annual management charge 1.00%
Total expense ratio 1.97%
Reduction in yield (10yr) 1.97%

Bestinvest says


No information available.

Portfolio

legal & general multi manager balanced r asset allocation illustration
Allocation Proportion
Equity 86%
High yield bonds
Quality bonds 9%
Property
Commodities
Hedge
Fund cash 5%
legal & general multi manager balanced r equity geographic illustration
Allocation Proportion
UK 36%
Europe 11%
Nth America 7%
Japan 4%
Pacific 15%
Other Equity 27%
legal & general multi manager balanced r equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The fund's objective is to achieve steady long term growth, whilst at the same time safeguarding the fund against excessive risks. The trust aims to invest in a wide range of collective investment schemes and will pursue an active asset allocation policy across all countries, currencies and sector representations.

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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