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Legal & General Mixed Investment 0-35% Fund I Class Distribution (0P0000X48Y)

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1.656 +0.010    +0.49%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 20.85M
Type:  Fund
Market:  United Kingdom
Issuer:  Legal & General(Unit Trust Managers)Ltd
ISIN:  GB00B8B8CK26 
Asset Class:  Other
Legal & General Mixed Investment 0-35% Fund I Clas 1.656 +0.010 +0.49%

0P0000X48Y Overview

 
On this page you'll find an in-depth profile of Legal & General Mixed Investment 0-35% Fund I Class Distribution. Learn about the key management, total assets, investment strategy and contact information of 0P0000X48Y among other information.
Category

GBP Moderately Cautious Allocation

Total Assets

20.85M

Expenses

Inception Date

Oct 31, 2012

Investment Strategy

The objective of the Fund is to provide growth. The Fund aims to achieve capital growth in excess of the Bank of England Base Rate, the “Benchmark”. This objective is before the deduction of any charges and measured over rolling three year periods. The Fund will have higher exposure to bonds and money market instruments than to shares in companies. The Fund will have exposure of up to 35% to shares in companies and at least 45% to money market instruments and bonds with an investment grade rating. To obtain exposure to shares in companies, bonds, money market instruments and cash, the Manager may invest directly and/or in collective investment schemes (both active and index tracker) including those which are operated by the Manager or an Associate. At times the Fund may be fully invested in collective investments schemes only or direct investments only.

Contact Information

Address 2 Fitzalan Road
London, EC2R 5AA
United Kingdom
Phone +44 29 20683512
Fax London

Top Executives

Name Title Since Until
Bruce White - 2014 Now
Biography 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 - 2014 Now
Biography 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.
Justin Onuekwusi - 2014 2020
Biography Justin is a fund manager within the Multi-Asset Funds team, leading 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 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.
Adam Ryan Director, Lead Portfolio Manager 2005 2014
Biography Adam Ryan, Managing Director and portfolio manager, is a member of the BlackRock Multi-Asset Client Solutions (BMACS) group, which is responsible for developing, assembling and managing investment solutions involving multiple strategies and asset classes. Within BMACS he is lead portfolio manager of the Diversified Growth Strategy and also a member of the BMACS management team. Mr. Ryan's service with the firm dates back to 1999, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Ryan was head of the fixed income and absolute return team for the private client business. He was responsible for the team's fixed income investment policy, representing the asset class at the Investment Policy Committee, and the use of alternative investments within private client portfolios.
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