Hybrid Property (70:30) (Active and Passive) Fund
Unit-Linked Life Insurance
Hybrid Property (70:30) (Active and Passive) Fund
Fund codeXY
Fund codeXY
Fund aim
Fund characteristics
Fund facts
Fund size | £2,311.4m |
Base currency | GBP |
Domicile | United Kingdom |
Share class launch | 30/04/10 |
Benchmark
Composite of the MSCI/AREF UK Quarterly All Balanced Property Funds Index and the FTSE EPRA/NAREIT Developed Real Estate Index
Composite of the MSCI/AREF UK Quarterly All Balanced Property Fund Index (UK PFI) and the FTSE EPRA/NAREIT Developed Real Estate Index
Performance
Please note that the name of the benchmark has been updated to reflect the MSCI acquisition of IPD Group
Please note that the name of the benchmark has been updated to reflect the MSCI acquisition of IPD Group
Please note that the name of the benchmark has been updated to reflect the MSCI acquisition of IPD Group
Portfolio breakdown
As at 31 Dec 2023
Asset (%)
Managed Property Fund (Weekly) | 68.3 |
Global Real Estate Equity Index | 31.7 |
Asset (%)
Managed Property Fund (Weekly) | 68.3 |
Global Real Estate Equity Index | 31.7 |
All data source LGIM unless otherwise stated. Totals may not sum due to rounding.
Fund managers
LGIM Property Fund Management Team
The Fund is managed by Rob Codling. The Fund team also includes an assistant fund manager and seven Asset Managers. This team is supported by LGIM RA’s wider platform capabilities in Transactions; Research; Sector Specialism; Sustainability; Derivatives; and Planning and Development.
Literature
Document type
Prices
Units can be purchased, sold or switched on a designated dealing day. This fund is offered on a weekly close, daily close, or daily midday basis. Further information is available in the relevant operational procedures sheet and the Description of Funds.
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