LSE - Delayed Quote GBp

L&G Mixed Investment 20-60% D Inc (0P000134G5.L)

59.17 +0.05 (+0.08%)
At close: April 18 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -0.49%
5y Average Return 2.02%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 18, 2024) 13.80%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 13.80%
Worst 3Y Total Return -0.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000134G5.L
Category
YTD
1.93%
0.00%
1-Month
2.40%
0.00%
3-Month
1.93%
0.00%
1-Year
7.61%
0.00%
3-Year
1.30%
0.00%
5-Year
2.84%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000134G5.L
Category
2024
--
--
2023
7.85%
--
2022
-10.76%
--
2021
6.49%
--
2020
2.82%
--
2019
13.80%
--
2018
-5.63%
--
2017
6.28%
--

2016
13.37%
--
2015
-0.28%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.93% -- -- --
2023 2.16% -0.47% -0.57% 6.67%
2022 -4.06% -8.30% -3.07% 4.65%
2021 0.51% 3.58% 0.71% 1.57%
2020 -13.87% 10.85% 0.99% 6.63%
2019 6.26% 3.71% 1.52% 1.72%
2018 -3.65% 2.96% 0.59% -5.43%
2017 3.12% 0.61% 0.61% 1.80%
2016 2.33% 3.80% 5.67% 1.01%
2015 4.67% -3.36% -4.54% 3.27%

2014 0.38% 1.53% -- --

Rank in Category (By Total Return)

YTD 79
1-Month 45
3-Month 79
1-Year 63
3-Year 67
5-Year 65

Load Adjusted Returns

1-Year 7.61%
3-Year 1.30%
5-Year 2.84%
10-Year --

Performance & Risk

YTD Return -0.49%
5y Average Return 2.02%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Legal & General (Unit Trust Managers) Ltd
Net Assets 936M
YTD Return 1.93%
Yield 2.03%
Morningstar Rating
Inception Date Apr 25, 2019

Fund Summary

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