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

374.80p

arrow-up1.40p (+0.37%)

Fund Code

LGSEA

B8F72V6

GB00B8F72V68

Prices updated as at 12 Dec 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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Low
Morningstar risk	Above Average
Morningstar rating	star-filled
5 - year
Morningstar return	Low
Morningstar risk	Above Average
Morningstar rating	star-filled
10 - year
Morningstar return	Low
Morningstar risk	Above Average
Morningstar rating	star-filled
Overall
Morningstar return	Low
Morningstar risk	Above Average
Morningstar rating	star-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Nov 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-0.26	-11.73
	0.98	1.14
	-0.17	-1.19
	81.12	61.23
	1.07	-0.38
	8.96	16.22
	3.89	10.11

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

Legal & General Future World Sust UK Eq