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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

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

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 ( Underlying )

Robert Burdett

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 0.37m as at 28-Feb-2015

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

1.67%

Bid

GBX 194.22

Offer

GBX 194.22

Change (Offer)

-0.62 (-0.32%)
27-Mar-2015

Unit LaunchDate

03-Dec-2008

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 7.19 7.60 9.10 13.03 34.00 39.74
Sector 5.43 5.36 8.74 12.32 32.02 41.84

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 ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 32.80
Asia Pacific ex Japan Equities 15.80
Global Emerging Market Equities 13.30
European Equities 8.30
Japanese Equities 7.90
North American Equities 7.10
Property 6.00
UK Corporate Bonds 3.00
Hedge 2.90
Global High Yield Fixed Interest 2.00
Money Market 0.90

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 35.80
Pacific ex-Japan 15.80
Emerging Markets 13.30
Property & Hedge Funds 8.90
Europe 8.30
Japan 7.90
North America 7.10
International 2.00
Money Market 0.90

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.