Fact sheet: Legal and General Rl Inc Bldr

Fund information

Fund name
Legal and General Real Income Builder I Acc
Fund company manager
Legal & General UT Mgr Ltd
Fund type
UKA
Fund manager(s)
Esther Perkins
since 30/09/2013
Lance Phillips
since 30/09/2013
Fund objective
The Fund’s primary objective 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 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 assumes 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
Feeder fund

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

7.32 %

1 Year rank in sector

-

Sector

UT Mixed Investment 40-85% Shares

Yield

2.4

Fund size

£ 191.6 m

FE Risk score

58

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.07 %4.94 %7.32 %0 %0 %
Sector2.59 %5.7 %9.63 %34.01 %51.63 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund7.13 %9.74 %0 %0 %0 %
Sector8.78 %13.29 %2.25 %4.96 %13.5 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high60.23
52 week low54.45
Current bid price60.12
Current offer price60.27
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-