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Legal & General UK Alpha R Acc

Ranked 10 out of 269 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Richard Penny

Leeds born Richard Penny holds a Masters degree in engineering from Brasenose College Oxford, and is an Associate of the Institute of Investment Management and Research (AIIMR). Richard’s investment career began in 1992, working with Scottish Amicable for four years before moving on to M&G in 1996. He joined his current employer, Legal & General, in 2001. As well as managing the UK Alpha Fund Richard also runs a Legal and General hedge fund. Away from the office his leisure activities include golf and tennis.

Objective

To provide growth. The fund will typically invest between 90% and 100% in company shares from a small number of UK companies. The fund will invest in smaller and medium sized companies and also larger sized companies which form part of the FTSE All-Share, Fledgling and Alternative Investment Market (AIM) indices of shares. These indices consist of shares of a variety of UK companies representing all economic sectors.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

UK (All Companies) over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 25.6% 12.8% 3.4% 5.7% 1.9%
2016 9.2% 0.0% 0.4% 13.0% -3.8%
2015 -7.5% -0.4% 0.7% -3.2% -4.8%
2014 -1.8% 5.5% -3.8% 0.3% -3.5%
2013 42.1% 16.8% -2.5% 13.5% 9.9%
2012 6.2% 8.6% -11.1% 10.1% -0.1%
2011 -14.4% 2.9% 1.2% -14.9% -3.5%
2010 35.7% 4.0% -5.9% 23.2% 12.6%
2009 89.8% 11.5% 28.6% 31.4% 0.8%
2008 -36.8% -4.9% 7.2% -21.3% -21.2%
2007 7.8% 11.3% 13.4% -7.1% -8.1%
2006 27.1% 5.9% 0.1% 4.9% 14.4%
2005 10.7% -6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/05/2005
  • Share Class size186Mn
  • Base currencyGBP
  • ISIN GB00B079QX49

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.77%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).