Legal & General Future World Global Opportunities Fund I GBP Acc

Category GBP Flexible Allocation

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

71.37p

arrow-up0.53p (+0.75%)

Fund Code

LAWIA

BFZ6041

GB00BFZ60412

Prices updated as at 22 Jan 2025

Prices in GBX

Investment objective

The objective of the Fund is to provide positive returns of both capital growth and income. The Fund will seek to provide returns of 5% above the Bank of England Base Rate per annum over rolling five year periods. There is no guarantee that the objective will be met over any period and capital invested in the fund is at risk. This objective is before the deduction of any charges. The Fund invests in shares (directly or through depositary receipts and/or notes) and investment grade and subinvestment grade bonds (issued by companies and governments) in both developed and emerging markets.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, 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	High
Morningstar risk	Average
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
5 - year
Morningstar return	High
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	High
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

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

Risk measures as of 31 Dec 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	1.07	3.97
	0.73	0.99
	0.10	1.02
	67.04	76.86
	0.85	0.36
	3.97	8.43
	2.57	4.01

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.

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