LSE - Delayed Quote • GBp
L&G Mixed Investment 40-85% D Inc (0P000134GB.L)
At close: April 23 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.91% |
| 5y Average Return | 3.78% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 23, 2024) | 17.64% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 17.64% |
| Worst 3Y Total Return | 0.61% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000134GB.L
Category
- YTD
- 3.36%
- 0.00%
- 1-Month
- 2.84%
- 0.00%
- 3-Month
- 3.36%
- 0.00%
- 1-Year
- 10.01%
- 0.00%
- 3-Year
- 3.12%
- 0.00%
- 5-Year
- 4.58%
- 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
0P000134GB.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.36% | -- | -- | -- |
| 2023 | 2.58% | 0.33% | -0.44% | 6.54% |
| 2022 | -3.67% | -9.46% | -2.42% | 5.41% |
| 2021 | 2.23% | 4.61% | 1.12% | 2.41% |
| 2020 | -17.74% | 13.03% | 1.35% | 8.77% |
| 2019 | 8.04% | 4.14% | 1.83% | 2.69% |
| 2018 | -4.39% | 4.64% | 1.31% | -7.88% |
| 2017 | 4.23% | 1.13% | 1.10% | 2.68% |
| 2016 | 1.84% | 3.88% | 7.23% | 3.06% |
| 2015 | 5.66% | -3.49% | -6.32% | 5.34% |
| 2014 | 0.48% | 2.30% | -- | -- |
Rank in Category (By Total Return)
| YTD | 78 |
| 1-Month | 45 |
| 3-Month | 78 |
| 1-Year | 59 |
| 3-Year | 60 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 10.01% |
| 3-Year | 3.12% |
| 5-Year | 4.58% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 1.91% |
| 5y Average Return | 3.78% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Legal & General (Unit Trust Managers) Ltd |
| Net Assets | 505.9M |
| YTD Return | 3.36% |
| Yield | 1.93% |
| Morningstar Rating | |
| Inception Date | Feb 23, 2009 |
Fund Summary
Fund Summary Information Not Available
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