Fact sheet: L&G Real Income Builder

Fund information

Fund name
L&G Real Income Builder L Acc
Fund company manager
Legal & General UT Mgr Ltd
Fund type
UKA
Fund objective
The primary objective of the Sub-fund is to generate income which grows at the rate of inflation + 4%, where income is measured on a per unit basis over three year rolling time periods. The Sub-fund has a secondary objective to achieve capital growth in line with income growth over the medium to long term. The above objectives are before the deduction of any charges and assume income is reinvested. There is no guarantee that any of the objectives will be met over any time period. Both capital and reinvested income are at risk.
Benchmark
-
Investment style
Aggressive
Investment method
None

Quick stats

1 Year return

6.44 %

1 Year rank in sector

237/275

Sector

UT Mixed Investment 40-85% Shares

Yield

2.5

Fund size

£ 546.4 m

FE Risk score

57

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.19 %1.54 %6.44 %0 %0 %
Sector-0.83 %1.48 %9.43 %24.48 %48.77 %
Rank within sector217 / 285126 / 280237 / 275 / /
Quartile th4 th2 nd4 th th th

Calendar performance

YTD-20172016201520142013
Fund5.22 %10.26 %0 %0 %0 %
Sector5.96 %13.29 %2.25 %4.96 %13.5 %
Rank within sector178 / 277210 / 264 / / /
Quartile th3 rd4 th th th th

Price movement

52 week high119.74
52 week low107.83
Current bid price0
Current offer price0
Current mid price117.02

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-