L&G Multi Manager Balanced Trust I Acc
L&G Multi Manager Balanced Trust I Acc
ISIN:
GB00B8L25945
Risk level:
FE fundinfo Rating:
5 of 5
IA Sector:
IA Mixed Investment 40-85% Shares
Income type:
Accumulation
Price:
126.6000GBX
29 October 2025
Last change:
0.00%
1 year change:
icon-up-small 13.24%
5 year annualised return:
7.93%
12 month yield:
1.80%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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L&G Multi Manager Balanced Trust I Acc
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IA Mixed Investment 40-85% Shares
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IA Mixed Investment 40-85% Shares
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The Scheme's investment objective is to achieve long term capital growth whilst at the same time safeguarding against excessive risks. The fund will invest in a wide range of authorised investment funds that hold company shares, bonds (a type of loan which pays interest) issued by companies, commercial property and cash. The fund manager will select investment funds that invest across all countries, currencies and sectors. The bonds that these funds invest in may be investment grade (rated as lower risk) or sub-investment grade (rated as higher risk). Investment and sub-investment grade bonds are bonds that have been given a credit rating by a rating agency. Credit ratings give an indication of how likely it is that the issuer of a bond will be able to pay back interest and the loan on time. The fund may also have a small direct holding in cash, deposits, bonds and company shares. The investment manager will not invest in derivatives (contracts which have a value linked to the price of another asset) without giving investors at least 60 days' notice of its intention to do so. This fund may not be appropriate for investors who plan to withdraw their money within five years.
Manager name:
Legal & General UT Mgr Ltd
Manager start date:
30 June 2014
Investment style:
Aggressive
Region (geographical):
Global
Manager Biography:
Our Asset Allocation team designs and manages multi-asset funds to meet our clients’ varied needs. The team has a wealth of experience from different fields, including fund management, investment consulting and risk management. We have significant inhouse macro investing capabilities driven by our team-based approach which draws upon our economic, strategy and fund management expertise.
Benchmark:
IA Mixed Investment 40-85% Shares
Sector:
IA Mixed Investment 40-85% Shares
FE fundinfo Rating:
5 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 21,791,844.00 GBX
Chart date: October 29, 2025
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Find out more about responsible investing with IWeb including ESG (Environmental, Social and Governance).