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L&G F&C Lifestyle Cautious Pn

Underlying Fund

FE Crown Rating ( Underlying )

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 may use derivatives to increase, maintain, and reduce its investment exposures.

Fund Manager ( Underlying )

F&C Multi Manager Team

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 1.06m as at 31-Dec-2014

Unit Name

L&G F&C Lifestyle Cautious Pn G25

Inc/Acc

 

Citicode

DXB8

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B3FFVP23 

Annual Charge

1.55%

Bid

GBX 176.46

Offer

GBX 176.46

Change (Offer)

0.69 (0.39%)
27-Jan-2015

Unit LaunchDate

03-Dec-2008

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 2.17 6.65 5.54 7.71 31.73 42.20
Sector 3.13 7.41 6.23 10.18 30.79 49.07
 

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 6.16 13.62 10.44 -7.26 12.16
Sector 5.66 13.07 9.91 -4.34 13.09

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 28.00
UK Corporate Bonds 24.00
North American Equities 14.00
Property 7.00
Asia Pacific ex Japan Equities 6.00
Global High Yield Bonds 6.00
Japanese Equities 5.00
European Equities 5.00
UK Gilts 5.00

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 46.00
Pacific ex-Japan 11.30
North America 10.40
Property & Hedge Funds 9.60
Japan 7.30
Europe ex UK 7.20
Cash 4.30
Emerging Markets 3.90

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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