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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

2 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Fund aims tosecure a return combining capital andincome. The Fund's risk profilematching portfolio will investapproximately half the portfolio in UKequities with the balance split betweenthe major international markets andemerging markets with an allocation toUK corporate bonds and a smallallocation to property primarily throughcollective investment schemes. TheFund may also invest directly andindirectly in transferable securities,money market instruments and mayuse derivatives to increase, maintain,and reduce its investment exposures.

Fund Manager ( Underlying )

Robert Burdett

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBP 0.12m as at 31-Jul-2016

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 202.75

Offer

GBX 202.75

Change (Offer)

-0.27 (-0.13%)
26-Aug-2016

Unit LaunchDate

03-Dec-2008

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 9.72 11.67 14.13 13.55 22.35 58.65
Sector 11.24 9.89 12.95 16.68 26.60 59.87

Discrete Performance (%)

  2015 2014 2013 2012 2011
Fund 2.12 4.64 15.32 13.11 -11.76
Sector 2.55 6.71 14.83 10.50 -7.48

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 33.90
Pacific ex Japan Equities 18.20
Emerging Markets Equities 16.80
Japanese Equities 7.00
North American Equities 6.70
Property 4.60
Cash 4.40
Absolute Return 2.90
UK Corporate Bonds 1.80
Europe ex UK equities 1.30
Global High Yield 1.20
Gilts 1.20

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 40.00
Emerging Markets 17.00
Pacific ex-Japan 16.00
North America 7.00
Europe 5.00
International 5.00
Property 5.00
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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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.

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