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L&G F&C Lifestyle Growth Pn

3 FE Trustnet

FE Crown Rating

Fund Objective

The Lifestyle Growth risk profile matching portfolio will invest approximately half the portfolio in UK equities with the balance split between the major international markets and emerging markets with an allocation to UK corporate bonds and a small allocation to property 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

Robert Burdett

Fund Manager




Primary Asset Class

Fund Size

GBP 0.08m as at 30-Aug-2015

Unit Name

L&G F&C Lifestyle Growth Pn G25





Initial Charge


Unit Currency




Annual Charge



GBX 184.63


GBX 184.63

Change (Offer)

0.00 (0.00%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 1.90 3.26 -5.93 1.86 28.00 29.98
Sector 2.43 4.44 -2.93 2.27 28.38 35.67

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 4.64 15.32 13.11 -11.76 15.04
Sector 6.71 14.83 10.50 -7.48 14.86

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 34.00
Global Emerging Market Equities 15.00
Asia Pacific ex Japan Equities 14.00
North American Equities 9.00
UK Corporate Bonds 8.00
Property 5.00
Global High Yield Fixed Interest 5.00
European Equities 5.00
Japanese Equities 5.00

Regional Breakdown

breakdown chart
  Region % of Fund
UK 42.00
Emerging Markets 15.00
Pacific ex-Japan 14.00
North America 9.00
Japan 5.00
Property 5.00
Europe 5.00
International 5.00

Sector Breakdown

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.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.