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LEGAL & GENERAL SG UK ACTIVE 350 SPF - Fund overview

No Bestinvest rating


Overview of LEGAL & GENERAL SG UK ACTIVE 350 SPF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. LEGAL & GENERAL SG UK ACTIVE 350 SPF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  April, 2001
Size  £8m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 126.50p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.15%
Total expense ratio 1.15%
Reduction in yield (10yr) 1.15%

Bestinvest says


No information available.

Portfolio

legal & general sg uk active 350 spf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
legal & general sg uk active 350 spf equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
legal & general sg uk active 350 spf equity capitalisation illustration
Allocation Proportion
Large Caps 75%
Mid Caps 23%
Small Caps 2%

Investment process


The Fund aims to achieve an above average level of capital growth through investing in the quoted securities of companies operating in the United Kingdom. To achieve the objective, the Fund is predominantly invested in the securities of companies listed on the London Stock Exchange, being constituents of the FTSE 350 Index. The majority of the securities held will be in companies which are constituents of the FTSE 100 Index, but a representation in the mid-cap area may also be maintained.

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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