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NEW FEATURE Is this feature useful? arrow Thank you for your feedback
See F&C MM Lifestyle Growth fund as a life fund
See underlying F&C MM Lifestyle Growth fund

L&G F&C Lifestyle Growth Pn

Underlying Fund

F&C MM Lifestyle Growth

FE Crown Rating ( Underlying )

(Unrated Sector)

Fund Objective ( Underlying )

The objective is to provide capital growth. The Manager seeks to achieve this by investing mainly in authorised and recognised collective investment schemes. The schemes will cover a wide spread of UK and international equity, including emerging markets, and fixed interest assets including an element of currency exposure. Holders of the D shares may be eligible for investment protection. Details of this benefit and conditions for eligibility are available at www.fandc.com/lifestyle-investment-protection/. The ongoing charges figure for the share class D includes the cost of any group life policy taken out to provide the investment protection benefit as the premiums are paid out of the annual management charge.

Fund Manager ( Underlying )

Robert Burdett

Domicile

United Kingdom

Sector

Flexible Investment

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 0.65m as at 30-Apr-2013

Unit Name

L&G F&C Lifestyle Growth Pn G25

Inc/Acc

 

Citicode

DXC0

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B3FFVR47 

Annual Charge

1.82%

Bid

GBX 174.12

Offer

GBX 174.12

Change (Offer)

-0.13 (-0.07%)
24-May-2013

Unit LaunchDate

03-Dec-2008

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 15.96 6.34 20.72 30.80 32.39 -
Sector 13.65 6.09 16.27 25.22 33.85 26.33
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 13.11 -11.76 15.04 24.34 -
Sector 10.50 -7.48 14.86 23.45 -24.91

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 44.00
Global Emerging Market Equities 13.00
North American Equities 12.00
Asia Pacific ex Japan Equities 12.00
European Equities 7.00
UK Corporate Fixed Interest 7.00
Japanese Equities 5.00

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 51.00
Global Emerging Markets 13.00
North America 12.00
Asia Pacific ex Japan 12.00
Europe 7.00
Japan 5.00

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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