Legal & General Mixed Investment 40-85% Fund M Class Accumulation

Name
Legal & General Mixed Investment 40-85% Fund M Class Accumulation
Manager
Legal & General(Unit Trust Managers)Ltd
Type
Unit Trust
ISIN
GB00B8028R48
Sector
Mixed Investment 40-85% Shares
Launched
31/10/2012
OCF
0.37 %
Risk Rating
3
3 Year Sharpe
0.96
Yield
2.6 %
Benchmark
Not Benchmarked
The objective of this fund is to provide long-term growth of both capital and income. The fund will invest between 40 and 85% in a broad range of UK and overseas companies' shares with the balance predominantly in fixed interest securities.
Holding %
L&G UK Index Trust L Dist 14.96 %
L&G US Index I Inc 13.52 %
L&G European Index I Inc 11.45 %
L&G Japan Index I Inc 6.58 %
L&G UK MID Cap Index L Dist 5.79 %
L&G Em Mkts Govt Bd (US$) Idx L Dist 5.47 %
L&G Global Real Estate Div Idx L Dist 5.28 %
L&G Global Infrastructure Index L Inc 4.98 %
L&G Em Mkts Govt Bd (Lcl Ccy) Idx L Dist 4.90 %
L&G Global Emerging Markets Index L Dist 4.88 %
Region %
United States 28.17 %
United Kingdom 27.80 %
Eurozone 11.83 %
Japan 10.27 %
Europe - ex Euro 5.55 %
Asia - Developed 5.26 %
Sector %
Financial Services 15.46 %
Industrials 13.24 %
Real Estate 11.02 %
Consumer Cyclical 9.40 %
Consumer Defensive 8.72 %
Healthcare 8.69 %
Technology 8.45 %
Communication Services 6.84 %
Utilities 6.49 %
Energy 6.47 %
Basic materials 5.24 %
Name
Legal & General(Unit Trust Managers)Ltd
Address
EC4N 4TP, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Justin Onuekwusi
Joined 10/01/2013

Justin is a fund manager within the Portfolio Strategy team, focusing on the management of the team's retail and risk-profiled multi-asset funds. Prior to joining LGIM in August 2013, Justin was a fund manager with Aviva Investors' multi-asset team combining both strategic and tactical dynamic asset allocation with manager selection in the construction of multi-asset portfolios. He was lead fund manager on a range of risk-targeting multi-asset funds and co-lead fund manager on a number of unit-linked Life and Pension funds, as well as manager of manager offerings. Justin previously worked as a fund research analyst at Merrill Lynch and an investment consultant for Aon Consulting. Justin is a CFA charterholder and holds a degree in economics from the University of Warwick and the Investment Management Certificate.

Bruce White
Joined 10/01/2013

Bruce is a fund manager in the Multi-Asset Funds team and leads the Portfolio Strategy team. He joined LGIM in February 2012. Bruce previously worked at Queensland Investment Corporation (QIC) for 12 years, where he was Director of Global Macro with responsibility for around $40 billion of TAA derivative overlays and a stand-alone total return fund to access those strategies directly. While at QIC he also had responsibilities for strategic asset allocation research, currency management and establishing a risk management framework. He has also advised pension funds and the Australian government’s Future Fund on their asset allocation and risk management models. Bruce is a CFA charterholder and graduated from the University of Queensland with a Bachelor of Commerce (hons) and a Bachelor of Economics.

Chris Teschmacher
Joined 10/01/2013

Chris is a fund manager within LGIM’s Multi Asset Funds team with responsibilities in portfolio management and on-going development across the multi-asset product range. Chris joined LGIM in 2015 from HSBC Global Asset Management where he had spent over 6 years, most recently in the multi asset team covering capabilities including risk-targeted multi asset, multi-asset income and global tactical asset allocation. Chris has also worked on the emerging market debt team at HSBC in New York as a product specialist. Chris is a CFA Charterholder and holds the Investment Management Certificate. He graduated from Bristol University in 2008 with honours having studied economics and management.

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