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LF Prudential Risk Managed Passive Fund 3 R Accumulation (0P0000WN5I.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
172.03+0.94 (+0.55%)
As of 08:00PM GMT. Market open.
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LF Prudential Risk Managed Passive Fund 3 R Accumulation

6th Floor

65 Gresham Street

Management Information
Matthew Williams,Lead Manager since February 16, 2007
Matthew Williams joined M&G (then PPM) in December 1991, and is now a member of Prudential's "Portfolio Management Group" (PMG). His responsibilities are to ensure the sound management of all Prudential and Scottish Amicable branded Unit Trust and Unit Linked funds, as well as specific responsibility for implementing asset allocation within the multi-asset funds of the same ranges. Additionally he has contributed to the development of M&G's derivatives capability throughout his time here. Between 1989 and 1991, Matthew worked for Morley Asset Management (then Commercial Union Asset Management) as a graduate trainee and then bond fund manager. Initially working as a bond fund manager at MAGIM, he moved to the PMG team at the start of 2000, at which point his responsibilities changed to those current activities described above. Matthew graduated from York University in 1989 with a BA Hons in Mathematics.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGBP Moderate Allocation
Fund FamilyLink Fund Solutions Limited
Net Assets69.51M
YTD Return5.04%
Yield1.62%
Morningstar Rating★★★★
Inception DateAug 3, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover15.29%
Average for CategoryN/A

Fees & Expenses

Expense0P0000WN5I.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.20%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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