Back to results

L&G Futu...

Price: 70.7600GBX

Change: 0.27%

Open an account

L&G Future World ESG Screened and Selected Multi-Index 5 I Acc

L&G Future World ESG Screened and Selected Multi-Index 5 I Acc

ISIN:

GB00BJ0LSD40

IA Sector:

IA Volatility Managed

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

Accumulation

Price:

70.7600GBX

22 August 2025

Last change:

0.27%

1 year change:

8.06%

5 year annualised return:

5.73%

12 month yield:

2.10%

Open an account
At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • L&G Future World ESG Screened and Selected Multi-Index 5 I Acc
  • IA Volatility Managed
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 30/06/20 to 30/06/21 30/06/21 to 30/06/22 30/06/22 to 30/06/23 30/06/23 to 30/06/24 30/06/24 to 30/06/25
L&G Future World ESG Screened and Selected Multi-Index 5 I Acc 14.71% -7.49% 4.36% 10.61% 6.55%
IA Volatility Managed 14.44% -7.09% 2.89% 10.78% 5.46%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
L&G Future World ESG Screened and Selected Multi-Index 5 I Acc 5.66% 3.60% 8.06% 6.16% 5.73%
IA Volatility Managed 5.02% 2.63% 7.24% 5.65% 5.37%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The objective of the Fund is to provide a combination of growth and income within a pre-determined risk profile. The Fund’s potential gains and losses are likely to be constrained by the objective to remain within the risk profile. The risk profiles used by the Legal & General Multi-Index Funds range reflect the scale of risk that each fund can take in pursuit of achieving its investment objective, with 1 being the lowest risk and 10 being the highest risk. The risk profiles are based on pre-determined volatility bands determined by an external agency, please refer to the “Additional Information” section below for more detail. This Fund’s objective is to remain within the risk profile 5.

Manager name:

Legal & General UT Mgr Ltd

Manager start date:

17 April 2019

Investment style:

Balanced

Region (geographical):

Global

Manager Biography:

Andrzej is a fund manager in the Multi-Asset Funds team at Legal & General Investment Management. His responsibilities cover the portfolio management and on-going development of both institutional and retail multi-asset funds, including multi-factor equity funds. Prior to joining LGIM in July 2014, he was a fund manager at Aviva Investors. Originally from Poland, he completed the MSc programme in Finance at Bocconi University in Italy and also holds a bachelor’s degree in economics and social science from Utrecht University in the Netherlands.

Benchmark:

N/A

Sector:

IA Volatility Managed

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.36%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: Lloyds The cost of buying or selling some or all of your investment. £1.50
Breakdown

Asset Allocation

Fund size: 160,938,595.00 GBX

Chart date: August 22, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Legal & general future world esg tilted and optimised north america index fund 18.00%
Legal & general future world esg tilted and optimised uk index fund 10.00%
Legal & general future world esg tilted and optimised europe ex uk index fund 7.50%
Legal & general future world esg tilted and optimised emerging markets index fund 6.50%
Legal & general future world esg tilted and optimised japan index fund 4.50%
L&g gbp corporate bond screened ucits etf 4.50%
Us treasury inflation-linked bond 1.125% 15 jan 33 3.00%
Legal & general future world esg tilted and optimised asia pacific index fund 3.00%
L&g esg emerging markets government bond (usd) index fund 3.00%
Legal & general global inflation linked bond index fund 2.50%

Sectors

Sectors
Sectors Weight
Equities 20.30%
International Government Fixed Interest 15.30%
Equities 10.50%
Equities 8.00%
International Index Linked 7.30%
Equities 6.50%
UK Corporate Bonds 5.00%
Government Bonds 3.50%
Equities 3.50%
Real Estate 3.30%

World regions

World regions
Country Weight
Europe ex UK Equity 18.00%
Developed Market Government Bonds (ex UK) 16.80%
UK Equity 10.00%
North America Equity 7.50%
Emerging Market Equity 6.50%
Global Inflation-Linked Bonds 5.50%
UK Corporate Bonds 5.00%
Japan Equity 4.50%
High Growth Equities 4.00%
Property 3.30%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

This product uses terms and/or marketing related to sustainability. It does not have a label, but the manager is required to produce a disclosures document.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about responsible investing with Lloyds including ESG (Environmental, Social and Governance).

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about responsible investing with Lloyds including ESG (Environmental, Social and Governance).

Important legal information

Lloyds and Lloyds Bank are trading names of Halifax Share Dealing Limited. The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

Logo Allfunds

The information contained within this website is provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation. This is a solution powered by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd incorporating their prices, data news, charts, fundamentals and investor tools on this site. Terms and conditions apply. Prices and trades are provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd and are delayed by at least 15 minutes.

FE fundinfo Logo

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

Refinitiv Logo

© 2025 Refinitiv, an LSEG business. All rights reserved.