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Legal & General UK Special Situations

Ranked 86 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Gavin Launder

Gavin Launder is the Head of European Equities at Legal & General Investment Management. Launder joined LGIM in 2007 from BlueBay Asset Management and was appointed to his current position in April 2012. He has previously held positions at UBS O’Connor, as well as working as a sell-side analyst at a number of investment banks including SG Warburg and Goldman Sachs. His investment style has been fine-tuned over time in response to the evolving markets, leading Launder to believe the strategy will outperform in all market conditions, although performing best in leverage rising markets. Launder holds a degree in Philosophy and Economics from University College, London and enjoys skiing, technology and the theatre outside of work.

Objective

To provide growth. The fund will typically invest between 80% and 100% in UK company shares. The fund may also invest in company shares from Europe. The fund will invest in companies considered, in the manager's view, to be undervalued by the market. This fund may not be appropriate for those who plan to withdraw their money within 5 years.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.2%
2017 16.1% 5.6% 3.7% 2.7% 3.2%
2016 11.2% -1.1% 1.3% 12.6% -1.4%
2015 14.0% 5.4% 2.6% -1.9% 7.5%
2014 -3.1% 2.6% -10.1% 4.1% 1.0%
2013 38.4% 13.7% -1.3% 15.3% 6.9%
2012 14.7% 11.9% -6.7% 7.9% 1.8%
2011 -11.7% 0.8% -1.3% -17.3% 7.4%
2010 8.8% 4.5% -10.7% 10.8% 5.2%
2009 15.4% -10.2% 4.5% 15.8% 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/11/2008
  • Share Class size270Mn
  • Base currencyGBP
  • ISIN GB00B3DMXT38

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.83%
  • 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).