ISIN:
GB00BFZ60412
IA Sector:
IA Mixed Investment 20-60% Shares
Risk level:
FE fundinfo Rating:
5 of 5
Accumulation
Price:
74.6600 GBX
29 September 2025
Last change:
icon-up-small 0.42%
1 year change:
icon-up-small 6.43%
5 year annualised return:
7.22%
12 month yield:
2.70%
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth
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Fund Objective: The investment objective of the Fund is to seek to provide positive returns of both capital growth and income. The Fund will seek to provide returns of 5% above the Bank of England Base Rate per annum over rolling five year periods. There is no guarantee that the objective will be met over any period and capital invested in the fund is at risk. This objective is before the deduction of any charges
| Manager name | Legal & General UT Mgr Ltd |
|---|---|
| Manager start date | 30 June 2019 |
| Manager Biography | As Head of Active Strategies Colin is responsible for the London-based Global Fixed Income team and members of LGIM’s Active Equities team. He also has overall portfolio management responsibilities for our Global Credit and Absolute Return Bond strategies. Colin joined LGIM in 2005 from Henderson Global Investors where he was Head of Investment Grade Credit Fund Management. He has over 30 years’ experience in bond markets, specialising in non-government debt, and he has previously worked for Henderson Global Investors, Scottish Widows and Scottish Amicable. |
| Investment style: | Flexible |
|---|---|
| Region (geographical) | Global |
| Benchmark | Bank Of England Base Rate |
|---|---|
| Sector | IA Mixed Investment 20-60% Shares |
| FE fundinfo Rating | 5 of 5 |
Fund size: 167,816,625.00 GBX
Chart date: September 29, 2025
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.
This product uses terms and/or marketing related to sustainability. It does not have a label, but the manager is required to produce a disclosures document.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Find out more about responsible investing with Halifax including ESG (Environmental, Social and Governance).
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Find out more about responsible investing with Halifax including ESG (Environmental, Social and Governance).
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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