Legal & General Dynamic Bond R Acc
Managed by
Omar Saeed
Shahzada Omar Saeed joined LGIM as a senior portfolio manager in February 2015. Previously Saeed was head of global high yield at Swisscanto Asset Management AG having joined the company in November 2009, and prior to this he was a Euro high yield investment manager at Western Asset Management. He graduated from Southeastern University in Washington DC and has an MBA from Greenwich University.
Objective
To provide a combination of income and growth. The fund will invest between 80% and 100% in bonds and/or derivatives and/or cash. The bonds may have a fixed or variable rate of income. The bonds that the fund invests in may be investment grade (rated as lower risk) or sub-investment grade (rated as higher risk). The bonds held may be issued by companies or governments and may be issued in the UK or overseas. 35% or more of the fund can be invested in bonds issued by the government of any one of various countries or by any one of various international organisations. This fund may not be appropriate for investors who plan to withdraw their money within five years.
Performance
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Rank 61/61 Total Return
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Rank 2/61 Standard Deviation
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Rank 37/61 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 57 | Premier Strategic High Inc Bond C Inc | GBP | 3.0% |
| 58 | Old Mutual Bond 1 A GBP Inc | GBP | 2.9% |
| 59 | F&C Strategic Bond 1 Inc | GBP | 1.6% |
| 60 | Insight Global Select Bond Sterling Acc | GBP | 1.3% |
| 61 | Legal & General Dynamic Bond R Acc | GBP | 0.0% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 1 | Invesco Perpetual Tactical Bond Acc | GBP | 2.0 |
| 2 | Legal & General Dynamic Bond R Acc | GBP | 2.5 |
| 3 | Jupiter Strategic Bond Acc | GBP | 2.7 |
| 4 | JPM Strategic Bond A Acc | GBP | 3.1 |
| 5 | Investec Strategic Bond A Inc2 Net GBP | GBP | 3.4 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 35 | RBS High Yield | GBP | -2.4% |
| 36 | Henderson Secured Loans Y Inc Gross | GBP | -2.5% |
| 37 | Legal & General Dynamic Bond R Acc | GBP | -2.5% |
| 38 | Premier Strategic High Inc Bond C Inc | GBP | -2.5% |
| 39 | City Financial Diversified Fixed Interest R Acc | GBP | -2.7% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2016 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2016 | 0.6% | 0.6% | |||
| 2015 | 0.5% | 2.2% | -0.3% | 1.2% | -2.5% |
| 2014 | 3.1% | 2.5% | 2.6% | -0.8% | -1.1% |
| 2013 | 5.6% | 2.1% | -0.7% | 1.8% | 2.3% |
| 2012 | 15.4% | 6.4% | -0.3% | 4.9% | 3.6% |
| 2011 | -2.5% | 3.3% | -0.3% | -7.6% | 2.5% |
| 2010 | 9.5% | 6.0% | -2.0% | 7.1% | -1.6% |
| 2009 | 43.7% | 5.7% | 14.7% | 14.2% | 3.8% |
| 2008 | -0.3% | -2.2% | -0.3% | -1.5% | 3.7% |
| 2007 | -0.1% | 0.4% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- United Kingdom
Fund Info
- Launch date30/04/2007
- Share Class size904Mn
- Base currencyGBP
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ISIN GB00B1TWMM97
Purchase Info
- Min. initial investment500
- Min. regular additional investment50
Charges
- Annual management1.42%
- Initial investment3