Best Legal General Pension Funds

Of L&G`s range of 140 pension funds, 94 received a poor 1- or 2-star performance, as they each scored minus 50% of their competitors during the periods analyzed. The objective of the fund is to invest in companies that they consider undervalued and thus offer growth potential from their recovery. However, the fund`s biggest involvement is the St. James`s Place fund manager, which many believe is the opposite of undervalued, especially in the current climate. The fund itself has always been among the worst in its sector in terms of performance and in the last 12 months alone, it has recorded huge losses of -20.93%, which was worse than 94% of the funds in its sector. The majority of legal and general funds underperformed, with their UK division in particular struggling to deliver competitive performance. However, our analysis also identifies the relatively small range of funds managed by L&G, which are among the best performers in their sectors. The fund currently invests in smaller UK companies, which account for the lowest 10% of the size of the uk`s major stock markets. Over the past 5 years, this fund has achieved a growth of 10.98%, which was less than 95% of funds in the same sector and well below the average growth of the sector of 40.84% for the period. The cookie settings on this website are set in such a way that all cookies improve the overall performance of our website and provide you with the best user experience. Read more The L&G High Income Pension Fund is one of the best performing pension funds. It is a relatively small fund with client assets under management of only £2.24 million, but it is a fund that has impressed with its performance.

Over the past 1 and 5 years, it has been the fastest growing fund in its industry. The L&G Global 100 Index Trust has a global investment mandate and is part of the global AI investment industry alongside 329 competing funds. This fund also excelled throughout the process, with growth returns of 16.04%, 41.74% and 125.16% over the analyzed periods of 1, 3 and 5 years, ranking among the top places in the entire sector. In comparison, the average returns of this sector over the same period were 8.81%, 26.26% and 86.16%, respectively. Since its creation in 2009, this fund has consistently maintained its competitiveness within the LF Global sector. The fund is an index tracking fund that tracks the performance of the S&P Global 100 Index, an index composed of stocks of the 100 largest multinationals, including of course Microsoft, Alphabet, Apple and Amazon. Over the past 1, 3 and 5 years, this fund has grown by 12.01%, 30.45% and 88.88%, respectively, each well above the industry average and above at least 75% of all other funds in its sector. Legal & General manages £1.3 trillion ($1.5 trillion) in assets.

The Legal & General Retirement Institutional division works with defined benefit pension funds on buy-ins, buyouts and other risk mitigation solutions. Bond activity in the UK stood at more than £89 billion on March 9, according to the press release. One of Legal & Generals` best performing funds in its mutual fund portfolio was the L&G European Trust Fund. Europe has been plagued by political problems in recent years, and some European economies are struggling with high levels of debt and unemployment. As a result, many Europe-focused funds are fighting for coherence. Despite these obstacles, the European L&G Trust Fund has consistently ranked among the top quartile of AI Europe, excluding the UK sector, over the past 1, 3 and 5 years, with growth returns of 33.86%, 21.70% and 75.58% respectively. Despite their problems, Legal & General believes that their funds are still excellent options for investors. However, as noted in this report, many of their funds have indeed consistently failed to generate competitive returns, with their range of UK-focused funds in particular being among the worst in the market in terms of performance. Legal & General manages 140 pension funds that have a performance history of at least 1 year and 94 have a performance history of at least 5 years. Among L&G pension funds with a 5-year history, 4 (4.25%) of these funds consistently achieved a sector ranking of the top quartile in each of the 1-, 3- and 5-year periods analyzed.

Legal & General is a FTSE 100 company and one of the oldest and largest insurance companies in the world with a legacy dating back to 1836. They are the UK`s largest fund house, and just last year, the group`s chief executive, Nigel Wilson, told investors that their wealth management arm was “built for the future”, with “the best team we`ve ever had”, with their total assets now reaching £1.2 trillion. We offer a range of lifestyle profiles that target a range of different investment strategies and result in retirement. Each has its own fact sheet that contains information about the underlying funds, the change model and the target outcome. One of Legal & Generals` worst-performing life insurance funds was the L&G UK Alpha Fund. This fund is allocated to the LF UK All Companies sector and over the last 5 years, this fund has recorded significant losses of -31.38%, which ranks it 529th out of 530 funds in this sector. Like their other funds, the UK was the sector where their funds struggled the most with some of their worst performing funds in the UK sector. The £300 million L&G Asian Income Trust Fund is ranked excluding Japan alongside 98 competing funds in Asia-Pacific AI.

Over the past 12 months, this fund has recorded losses of -11%, which was the worst in the industry and well below the average growth of 11.28% that the sector achieved for the period. In this report, we analyzed 297 funds managed by Legal & General from their range of mutual funds, ETFs, life insurance funds and pension funds.