Legal & General Multi-Asset Target Return Fund

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Legal & General Multi-Asset Target Return Fund I Class Accumulation

Category Macro Trading GBP
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

70.80p

arrow-down-0.28p (-0.39%)

Fund Code

LGRTA

BD97XY7

GB00BD97XY71

Prices updated as at 02 May 2025
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Prices in GBX
Investment objective
The objective of the Fund is to provide a combination of income and growth. The Fund aims to achieve a total return of both income and capital of the Bank of England Base Rate +5% per annum, the “Benchmark”. This objective is before the deduction of any charges and measured over rolling three year periods. To obtain this exposure, the Manager may invest directly and/or indirectly through the use of derivatives, investing in transferable securities and collective investment schemes (both active and index tracker) including those which are operated by the Manager or an Associate.
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.

Annual performance (%)

YearThis fundMacro Trading GBP
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 1710.331.33
31 Mar 17 - 31 Mar 183.332.46
31 Mar 18 - 31 Mar 195.530.87
31 Mar 19 - 31 Mar 20-9.87-2.39
31 Mar 20 - 31 Mar 2119.789.77
31 Mar 21 - 31 Mar 221.491.18
31 Mar 22 - 31 Mar 23-1.681.70
31 Mar 23 - 31 Mar 244.974.08
31 Mar 24 - 31 Mar 251.744.13

Trailing returns (%)

YearThis fundMacro Trading GBP
1 Day-0.39-0.05
1 Month0.600.48
3 Months1.240.88
6 Months1.093.06
1 Year3.165.33
3 Years annualised2.583.57
5 Years annualised4.463.52
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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