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Legal & General Future World Multi-Index 4 Fund I Distribution

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Legal & General(Unit Trust Managers)Ltd
Fund Summary The Fund objective is to provide a combination of growth and income within a pre-determined risk profile. The Fund™s potential gains and losses are likely to be constrained by the aim to stay within the risk profile. The Fund also aims to incorporate environmental, social and governance considerations into the investment strategy.
SEDOL code BJ0M398
Fund code LGWMI
Managers Andrzej Pioch
Manager Tenure 1 year
Morningstar Category GBP Moderate Allocation
IMA Sector Volatility Managed
Fund Size £6 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 0.36%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £0.0054
Buy Price £0.0054
Price Date 15th July 2020
Yield Currently unavailable
Dividend Frequency Semi-Annually
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 27th August 2019
Fund Status OPEN
Andrzej is a Fund Manager in the Multi-Asset Funds team with responsibilities covering the portfolio management and ongoing development of both institutional and retail multi-asset funds. Prior to joining LGIM in July 2014, he was a Fund Manager at Aviva Investors.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2019
Fund Performance +3.48%
Benchmark Performance
(GBP Moderate Allocation)
Time Period Cumulative Benchmark Performance
(GBP Moderate Allocation)
Fund Compared to Benchmark
1 day 0.64% -3.28% +3.92%
1 week 0.69% +2.59% -1.90%
1 month 3.23% +7.81% -4.57%
3 months 8.17% -4.25% +12.42%
6 months -0.40% -0.85% +0.45%
1 year 3.53% +1.19% +2.34%
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 1.15% +0.35% +0.80%
Since inception 6.49% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
L&G Future World ESG Dev Idx L GBP Acc GBR 20.04%
L&G Future World Glb Cdt USD Z USD Inc LUX 16.76%
L&G Short Dated Stlg Corp Bd Idx L Dist GBR 11.00%
L&G Global Inflation Lnkd Bd Idx L Dist GBR 7.78%
L&G Future World ESG UK Index L £ Acc GBR 7.08%
L&G ESG EM Govt Bd USD Idx Z GBP Hdg Acc IRL 4.88%
Lgim Mngrs(Europe) IRL 4.85%
L&G Europe ex UK Equity ETF IRL 3.54%
L&G High Income I Inc GBR 3.34%
L&G Japan Equity ETF IRL 3.04%
Dividend Date Per share amount Reinvestment Price
17th February 2020 0.0034 £0.5429
16th August 2019 0.0010 £0.5229