Legal & General Multi-Index Income 5 Fund

Select share classes

Legal & General Multi-Index Income 5 Fund I Class Distribution

Category GBP Allocation 40-60% Equity
star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

54.56p

arrow-down-1.24p (-2.22%)

Fund Code

LGYBI

BZ0RRV5

GB00BZ0RRV56

Prices updated as at 07 Apr 2025
|
Prices in GBX
Investment objective
The objective of the Fund is to provide a combination of income and growth within a pre-determined risk profile. The Fund will invest in assets that generate higher income over assets that grow in value. The Fund’s potential gains and losses are likely to be constrained by the objective to remain within the risk profile. To obtain this exposure, the Fund will invest at least 75% in collective investment schemes. At least 50% of the Fund will invest in index tracker schemes 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 fundGBP Allocation 40-60% Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 1716.6313.31
31 Mar 17 - 31 Mar 18-0.100.88
31 Mar 18 - 31 Mar 195.802.72
31 Mar 19 - 31 Mar 20-9.52-7.15
31 Mar 20 - 31 Mar 2123.4520.92
31 Mar 21 - 31 Mar 223.652.71
31 Mar 22 - 31 Mar 23-4.37-5.52
31 Mar 23 - 31 Mar 248.628.45
31 Mar 24 - 31 Mar 256.083.46

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day-2.22-2.20
1 Month-5.79-5.01
3 Months-4.07-4.59
6 Months-4.11-4.35
1 Year1.62-0.12
3 Years annualised1.900.79
5 Years annualised5.594.57
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


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.
© Copyright 2025 Morningstar. All rights reserved.