Legal & General Multi-Asset Target Return Fund Class I Income
Category Macro Trading GBP
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.4778
£0.00 (+0.02%)
Fund Code
LGRTI
BHL3HB6
GB00BHL3HB62
Prices updated as at 30 Oct 2024
Prices in GBP
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Legal & General (Unit Trust Managers) Ltd
Fund launch date
19 Feb 2016
Domicile
United Kingdom
UCITS
Yes
Fund manager
Willem Klijnstra
Manager start date
20 Mar 2015
Fund manager biography
Willem is responsible for LGIM's tactical asset allocation strategies. Willem joined LGIM in 2014 from BNP Paribas Investment Partners where he held the title of Head of TAA Research and Strategies. In this role he took responsibility for the multi-asset investment process and active management of global multi-asset portfolios, leading a team of economists, strategists and analysts. Prior to that, he held various positions in the same multi-asset solutions team overseeing portfolio management activities and the TAA research effort, and was involved in alpha generation. He started his investment career in the same team as a portfolio manager in 2001, and started to manage absolute return portfolios and GTAA overlay portfolios in 2004. Willem graduated from the University of Groningen and University of Amsterdam, and holds a master’s degree in econometrics and actuarial sciences. Willem is also a CFA charterholder.
Fund manager
Emiel Van den Heiligenberg
Manager start date
20 Mar 2015
Fund manager biography
Emiel joined LGIM in August 2013 as Head of Asset Allocation with responsibility for asset allocation strategy and macro research. Prior to joining LGIM, Emiel was CIO of the Multi-Asset Solutions Group at BNP Paribas Investment Partners, and responsible for managing a range of multi-asset strategies including absolute return, diversified growth funds, LDI and fiduciary, balanced mandates and multi-manager mandates. Emiel joined the asset allocation team at Fortis Investment (now BNP Paribas) in April 2000, as a strategist and portfolio manager, becoming head of the team in 2002. Prior to joining BNP Paribas, he worked as a portfolio manager at ING Investment Management, joining the company after working as a policy adviser in the Dutch Ministry of Finance. Emiel graduated from Tilburg University with a master’s degree in economics and holds a postgraduate qualification from VBA/EFFAS (the European Federation of Financial Analysts Societies).
Head office
Brunel House
2 Fitzalan Road
Cardiff
United Kingdom
CF24 0EB
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