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L&G Global Equity 70:30 Index Pn

1 FE Trustnet

FE Crown Rating

Fund Objective

The fund benefits from the returns of the UK and overseas equity markets by investing 70% in our UK Equity Index Fund and 30% in our overseas equity index fund. The overseas equity assets held within the fund are based on the average investment mix of a large number of major pension funds using the three-monthly Combined Actuarial Performance Survey (excluding property).

Fund Manager

Joanna Brigden

Fund Manager




Primary Asset Class

Fund Size

GBX 216.19m as at 31-Mar-2015

Unit Name

L&G Global Equity 70:30 Index Pn G17 SH





Initial Charge


Unit Currency




Annual Charge



GBX 233.20


GBX 233.20

Change (Offer)

-0.60 (-0.26%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 9.23 2.87 7.32 9.33 54.03 67.89
Sector 7.40 2.43 6.85 14.26 55.14 65.62

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 3.54 19.54 12.89 -6.08 15.31
Sector 7.84 21.36 11.24 -8.39 15.75

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 63.90
North American Equities 11.02
Europe ex UK Equities 10.55
International Equities 4.53
Japanese Equities 4.30
Asia Pacific Emerging Equities 2.48
Asia Pacific Equities 1.65
Money Market 0.46
European Emerging Equities 0.42
American Emerging Equities 0.41
Middle East & African Equities 0.28

Regional Breakdown

breakdown chart
  Region % of Fund
UK 63.90
North America 11.02
Developed Europe - excl UK 10.55
Japan 4.30
Unclassified - Others 2.53
Emerging Asia 2.48
Unclassified - Property & Managed funds 2.00
Developed Asia 0.87
Australia and New Zealand 0.78
Unclassified - Cash and Equivalents 0.46
European Emerging Markets 0.42
Central & S America 0.41
Middle East/ Africa 0.28

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 24.33
Consumer Goods 14.52
Consumer Services 11.35
Industrials 11.13
Oil & Gas 9.88
Health Care 9.46
Basic Materials 6.43
Telecommunications 4.51
Technology 4.14
Utilities 3.48
Non-classified 0.76
Managed funds 0.01

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.