Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Legal & General UK Active Opportunities R Inc

Ranked 183 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

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

The objective of this fund is to provide growth. The fund will typically invest between 90% and 100% in company shares. The fund will invest in UK company shares from all economic areas which, in the manager's view, offer recovery prospects. The manager will select company shares whose market value does not yet reflect earnings potential. This fund may not be appropriate for investors who plan to withdraw their money within five years.

Performance

UK (All Companies) over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 -1.5% 1.6% -7.1% 4.4%
2013 24.4% 10.0% -4.7% 10.4% 7.6%
2012 9.8% 6.5% -3.7% 3.9% 3.0%
2011 -7.8% 0.6% -0.3% -15.5% 8.8%
2010 7.7% 5.6% -14.2% 12.4% 5.7%
2009 27.2% -9.7% 10.6% 20.0% 6.2%
2008 -28.2% -9.2% 3.6% -16.7% -8.3%
2007 5.3% 4.3% 4.2% -3.5% 0.4%
2006 19.6% 7.6% -2.6% 5.2% 8.4%
2005 21.8% 3.1% 4.4% 7.9% 4.8%
2004 9.2% 1.0% 1.5% 1.8% 4.7%
2003 22.2% -5.8% 15.4% 5.0% 7.1%
2002 -25.9% 1.7% -14.1% -19.8% 5.8%
2001 -12.4% -7.5% 0.4% -15.0% 10.9%
2000 -9.1% -7.4% -0.5% 1.3% -2.6%
1999 29.1% 11.4% 3.7% -4.0% 16.4%
1998 8.3% 14.8% 0.3% -16.6% 12.7%
1997 18.8% 6.6% 0.7% 9.9% 0.8%
1996 15.4% 3.7% 6.1% 3.3% 1.5%
1995 6.5% 0.8% 5.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 4.98
Smart Metering Systems PLC ORD 4.46
Legal & General UK Smaller Companies E Inc 4.05
Rolls-Royce Holdings PLC ORD 3.80
Prudential PLC ORD 3.80
Vectura Group PLC ORD 3.62
Petra Diamonds Ltd ORD 3.39
BP PLC ORD 3.28
CSR PLC ORD 3.27
HSBC Holdings PLC ORD 3.20
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/12/2004
  • Share Class size157Mn
  • Base currencyGBP
  • ISIN GB00B032BY33

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment5

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