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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 )

(Unrated Sector)

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 collective investment schemes 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 0.59m as at 30-Jun-2014

Unit Name

L&G F&C Lifestyle Growth Pn G25

Inc/Acc

 

Citicode

DXC0

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3FFVR47 

Annual Charge

1.67%

Bid

GBX 175.18

Offer

GBX 175.18

Change (Offer)

-0.27 (-0.15%)
22-Jul-2014

Unit LaunchDate

03-Dec-2008

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 1.17 2.41 0.19 2.72 18.72 59.52
Sector 1.94 1.87 1.05 4.13 19.22 62.15
 

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 15.32 13.11 -11.76 15.04 24.34
Sector 14.83 10.50 -7.48 14.86 23.45

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 40.64
Global Emerging Market Equities 17.80
Asia Pacific ex Japan Equities 15.97
North American Equities 5.85
Japanese Equities 5.85
Europe ex UK Equities 5.84
Property 4.09
Cash 3.96

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK Equities 40.64
Emerging Markets 17.80
Pacific ex-Japan 15.97
North America 5.85
Japan 5.85
Europe ex UK 5.84
Property 4.09
Cash 3.96

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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