Legal & General Future World Sustainable UK Equity Fund Class I Accumulation
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
374.50p
-1.20p (-0.32%)
Fund Code
LGSEA
B8F72V6
GB00B8F72V68
Prices updated as at 02 Oct 2024
Prices in GBX
Investment objective
The objective of the Fund is to provide growth in excess of the FTSE All Share TR Net Index, (the “Benchmark Index”). The Fund aims to outperform the Benchmark Index over rolling three year periods after the deduction of all fees and expenses. The Fund is actively managed and seeks to achieve this objective by investing at least 90% in shares of companies that the Investment Manager considers to offer sustainable investment opportunities through their contribution towards the United Nations Sustainable Development Goals (“UN SDGs”), have strong growth prospects and are incorporated, headquartered or have their principal business activities in the UK.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 02 Oct 2024, 19:10
Trailing returns (%) as of 02 Oct 2024, 19:10
Annual performance (%)
Year | This fund | UK Flex-Cap Equity |
---|---|---|
30 Sep 13 - 30 Sep 14 | 6.95 | 5.76 |
30 Sep 14 - 30 Sep 15 | -0.86 | 3.92 |
30 Sep 15 - 30 Sep 16 | 18.17 | 11.37 |
30 Sep 16 - 30 Sep 17 | 11.82 | 15.07 |
30 Sep 17 - 30 Sep 18 | 2.63 | 6.31 |
30 Sep 18 - 30 Sep 19 | -3.26 | -1.47 |
30 Sep 19 - 30 Sep 20 | -6.92 | -11.98 |
30 Sep 20 - 30 Sep 21 | 29.70 | 33.74 |
30 Sep 21 - 30 Sep 22 | -33.23 | -16.97 |
30 Sep 22 - 30 Sep 23 | 12.97 | 13.18 |
30 Sep 23 - 30 Sep 24 | 13.97 | 14.05 |
Trailing returns (%)
Year | This fund | UK Flex-Cap Equity |
---|---|---|
1 Day | -0.13 | -0.15 |
1 Month | -1.05 | -1.30 |
3 Months | 4.42 | 2.72 |
6 Months | 7.68 | 5.87 |
1 Year | 13.81 | 14.37 |
3 Years annualised | -4.73 | 2.35 |
5 Years annualised | 0.77 | 4.56 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.