Fund overview
Key Features
| Name | L&G (Ba) Cautious Portfolio Tst |
|---|
| GIF Sector | Asset Alloc Global Defensive (GBP) |
|---|
| Morningstar Rating |
 |
|---|
| Fund Rating |
Not rated |
|---|
| ISIN | gb0001572410 |
|---|
| Launch Date | 27/09/1997 |
|---|
| ISA Plan |
No
|
|---|
| Savings Plan |
Yes
|
|---|
Key Figures
| Currency | UK Sterling (GBP) |
|---|
| Annual Management Charge | 1.5% |
|---|
| Minimum Initial Investment (GBP) |
N/A
|
|---|
| Minimum Sub. Investment (GBP) | - |
|---|
| 1 Week Performance |
-0.43%
|
|---|
| 3 Year Total Return |
2.71%
|
|---|
| 3 Year Volatility |
1.43%
|
|---|
All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.
Fund Size Data
| Fund Size (Last Updated :30/05/2008) | 630.04 |
|---|
| Average in Sector (Asset Alloc Global Defensive (GBP)) | 190.23 |
|---|
| Largest in Sector | 800.02 |
|---|
| Smallest in Sector | 1.01 |
|---|
| Total Sector Size | 3424.21 |
|---|
| Number of Funds in Sector | 20 |
|---|
Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.
