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NYSE - Delayed Quote GBp

L&G Mixed Investment 20-60% C Acc (0P000134G4.L)

78.69
+0.04
+(0.05%)
At close: December 6 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.32%
5y Average Return 5.08%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 14.55%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 14.55%
Worst 3Y Total Return -0.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000134G4.L
Category
YTD
0.19%
0.00%
1-Month
-2.31%
0.00%
3-Month
0.19%
0.00%
1-Year
3.84%
0.00%
3-Year
2.38%
0.00%
5-Year
5.75%
0.00%
10-Year
3.77%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000134G4.L
Category
2025
--
--
2024
5.78%
--
2023
8.43%
--
2022
-10.30%
--
2021
7.07%
--
2020
3.39%
--
2019
14.55%
--
2018
-5.03%
--

2017
6.96%
--
2016
14.00%
--
2015
0.08%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.19% -- -- --
2024 2.07% 1.11% 3.06% -0.55%
2023 2.30% -0.33% -0.45% 6.83%
2022 -3.95% -8.16% -2.96% 4.79%
2021 0.64% 3.71% 0.83% 1.73%
2020 -13.71% 10.98% 1.12% 6.76%
2019 6.47% 3.84% 1.76% 1.83%
2018 -3.46% 3.09% 0.76% -5.29%
2017 3.33% 0.71% 0.84% 1.93%
2016 2.42% 3.91% 5.91% 1.13%

2015 4.62% -3.25% -4.39% 3.42%
2014 0.56% 1.65% -- --

Rank in Category (By Total Return)

YTD 37
1-Month 56
3-Month 37
1-Year 44
3-Year 45
5-Year 51

Load Adjusted Returns

1-Year 3.84%
3-Year 2.38%
5-Year 5.75%
10-Year 3.77%

Performance & Risk

YTD Return 1.32%
5y Average Return 5.08%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Legal & General (Unit Trust Managers) Ltd
Net Assets 692.04M
YTD Return 0.19%
Yield 2.73%
Morningstar Rating
Inception Date Jun 01, 2016

Fund Summary

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