InvestSMART

Legal & General - Consensus Managed Fund - Managed Fund (Closed)

Fund Objective
This product aims to provide long term capital growth (at least five years).
Fund Strategy
Invests mainly in a diversified portfolio of Australian and international shares, property securities, fixed interest securities and cash on deposit through the Legal & General Portfolio Management Trusts and the Legal & General Wholesale Investment Trusts.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.26% -0.75% -1.04% 3.94% 12.37% 11.01% 7.87% -%
Growth return 1.26% -0.75% -12.29% -7.88% 3.6% 3.4% 1.91% -%
Income return 0% 0% 11.25% 11.82% 8.77% 7.61% 5.96% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.38% -0.09% 4.07% 8.34% 11.24% 10.63% 8.07% 8.42%
As at 30 Sep 1998. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Legal & General - Consensus Managed Fund
Australian Equities
37.60%
International Equities
18.30%
Cash
11.30%
Property & Infrastructure
11.20%
Fixed Interest
21.60%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.17%
International Equities
33.81%
Cash
5.02%
Property & Infrastructure
6.61%
Fixed Interest
20.60%
Alternatives
6.79%

General Information

Fund Details
Type Description
Legal & General - Consensus Managed Fund
Closed
Legal & General Financial Services Ltd
LGL0013AU
Multisector Growth
Not Rated
Investment Fund
1 Apr 1990
$3.7 million (as at 31 Aug 1998)
$0.6571 (as at 22 Oct 1998)
$0.6325 (as at 22 Oct 1998)
Finalised
Offer information
Type Description
MER 1.25% (as at 30 Jun 1997)
Minimum initial investment $500.00
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FAQs about the Legal & General - Consensus Managed Fund

The objective of the Legal & General - Consensus Managed Fund managed fund is This product aims to provide long term capital growth (at least five years).

The strategy of the Legal & General - Consensus Managed Fund managed fund is Invests mainly in a diversified portfolio of Australian and international shares, property securities, fixed interest securities and cash on deposit through the Legal & General Portfolio Management Trusts and the Legal & General Wholesale Investment Trusts.

The APIR code of the Legal & General - Consensus Managed Fund managed fund is LGL0013AU.

Legal & General - Consensus Managed Fund’s total return last month was 1.26%. This was made up of a growth return of 1.26% and an income return of 0%. These returns were calculated as at 30 Sep 1998.

Legal & General - Consensus Managed Fund’s total return for the last three months was -0.75%. This was made up of a growth return of -0.75% and an income return of 0%%. These returns were calculated as at 30 Sep 1998.

Legal & General - Consensus Managed Fund’s one-year total return is 3.94%. This was made up of a growth return of -7.88% and an income return of 11.82%. These returns were calculated as at 30 Sep 1998.

Legal & General - Consensus Managed Fund’s one-year total return is 11.01%. This was made up of a growth return of 3.4% and an income return of 7.61%. These returns were calculated as at 30 Sep 1998.

The asset allocation of the Legal & General - Consensus Managed Fund managed fund is :

Australian Equities
37.60%
International Equities
18.30%
Cash
11.30%
Property & Infrastructure
11.20%
Fixed Interest
21.60%
Alternatives
0%

The Responsible Entity for the Legal & General - Consensus Managed Fund managed fund is Legal & General Financial Services Ltd.

The Legal & General - Consensus Managed Fund managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Aug 1998, the size of the Legal & General - Consensus Managed Fund managed fund was $3.7 million.

The Legal & General - Consensus Managed Fund managed fund has an inception date of 1 Apr 1990.

The current entry price of the Legal & General - Consensus Managed Fund managed fund is $0.6571 per unit and the current exit price is $0.6325 per unit (as at 22 Oct 1998).

The current exit price of the Legal & General - Consensus Managed Fund managed fund is $0.6325 per unit and the current entry price is $0.6571 per unit (as at 22 Oct 1998).

The minimum initial investment amount for the Legal & General - Consensus Managed Fund managed fund is $500.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.