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L&G F&C Lifestyle Cautious Pn

Underlying Fund

FE Crown Rating ( Underlying )

(Unrated Sector)

Fund Objective ( Underlying )

The Lifestyle Cautious risk profile matching portfolio will invest in UK equities and corporate bonds with a lower exposure to property and a greater exposure to non-UK equities primarily through collective investment schemes. The Fund may also hold transferable securities, money market instruments, and collective investment schemes and may use derivatives to increase, maintain, and reduce its investment exposures.

Fund Manager ( Underlying )

Robert Burdett




Primary Asset Class

Fund Size

GBX 1.00m as at 30-Jun-2014

Unit Name

L&G F&C Lifestyle Cautious Pn G25





Initial Charge


Unit Currency




Annual Charge



GBX 165.44


GBX 165.44

Change (Offer)

0.27 (0.16%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 2.09 1.87 1.04 4.34 19.51 53.73
Sector 2.14 1.65 1.56 4.13 20.14 59.69

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 13.62 10.44 -7.26 12.16 20.39
Sector 13.07 9.91 -4.34 13.09 20.67

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 23.47
UK Corporate Bonds 23.12
Asia Pacific ex Japan Equities 11.40
North American Equities 10.93
Cash 8.09
Property Shares 6.91
Europe ex UK Equities 5.68
Japanese Equities 5.58
Global Emerging Market Equities 4.82

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 46.59
Pacific ex-Japan 11.40
North America 10.93
Cash 8.09
Property 6.91
Europe ex UK 5.68
Japan 5.58
Emerging Markets 4.82

Sector Breakdown ( Underlying )

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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