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LEGAL & GENERAL MONEYBUILDER (INVESTEC) GUARANTEED - Fund overview

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Find rated cautious managed funds


Overview of LEGAL & GENERAL MONEYBUILDER (INVESTEC) GUARANTEED

Fund with optional no loss guarantee if held for 5 years. The guarantee is subject to extra charge.

Standard Initial Charge

0.00% –

Fund summary

Sector  Cautious Managed
Product type  INSURANCE BOND
Launched  October, 2008
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 100.00p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 2.40%
Total expense ratio 2.40%
Reduction in yield (10yr) 2.40%

Bestinvest says


No information available.

Portfolio

legal & general moneybuilder (investec) guaranteed asset allocation illustration
Allocation Proportion
Equity 30%
High yield bonds –
Quality bonds 45%
Property –
Commodities –
Hedge –
Fund cash 25%
legal & general moneybuilder (investec) guaranteed equity geographic illustration
Allocation Proportion
UK 95%
Europe 5%
Nth America –
Japan –
Pacific –
Other Equity –
legal & general moneybuilder (investec) guaranteed equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for LEGAL & GENERAL MONEYBUILDER (INVESTEC) GUARANTEED

Investment process


No information available.

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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