LSE - Delayed Quote GBp

Legal & General UK Special Situations Trust I Class Accumulation (0P0000I57U.L)

114.70
+1.00
+(0.88%)
At close: March 25 at 8:00:00 PM GMT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cofunds
  • Raymond James Investment Services Ltd
  • Amber by Request
  • Nucleus Financial Group PLC
  • Alliance Trust Savings Ltd
  • Novia Financial PLC
  • AXA Elevate (Explicit)
  • Aviva
  • Ascentric
  • Amber
  • Sippcentre
  • Cofunds Suffolk Life
  • Cofunds Sippcentre Sipp
  • Cofunds Pension Account
  • Cofunds L&G International Portfolio Bond
  • Cofunds Investment ISA
  • Cofunds Investment Funds

Fund Summary

The investment objective is to maximise capital growth by investing predominantly in a portfolio of UK companies. Securities of companies considered undervalued due to their special situation, such as recovery action, management change, refinancing activity or undervalued strategic assets, will be chosen.

Fund Overview

Category UK Flex-Cap Equity
Fund Family Legal & General(Unit Trust Managers)Ltd
Net Assets 197.45M
YTD Return -8.97%
Yield 0.86%
Morningstar Rating
Inception Date Nov 10, 2008

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.47
Morningstar Risk Rating

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