Low-equity beta

Our low-equity beta multi-asset solutions are designed for investors seeking an active, low-volatility alternative to a traditional diversified solution. They access complementary sources of return, including market returns, alternative strategies and tactical opportunities, while also aiming to manage overall portfolio volatility levels actively.

LGIM Multi-Asset Target Return Fund

The Multi-Asset Target Return Fund seeks investment growth, while also aiming to manage volatility actively by accessing complementary sources of return including market returns, alternative strategies and tactical opportunities.

  • Low reliance on market direction: invests in specifically developed strategies to generate returns that are less reliant on market direction
  • Flexibility: a truly flexible investment approach that leverages LGIM’s extensive investment capabilities
  • Risk management: with a proven multi-asset investment approach, including the ability to take short positions, the fund seeks to generate returns with low volatility

Multi-asset investment strategies

Find out about our other multi-asset strategies.

Strategic 

Dynamic 

Risks

Any investment involves risks, especially with regard to fluctuations in value and return. No guarantee can be given that a Fund will achieve its objective, or reach or outperform the performance of its benchmark, if any. Investments in foreign currencies involve the additional risk that the foreign currency might lose value against the investor’s reference currency. Historical performance indications and financial market scenarios are no guarantee for current or future performance. Performance indications do not consider charges levied at subscription and/or redemption.

The information on this web page does not take into account the specific or future investment objectives, financial or tax situation or particular needs of any recipient. Tax treatment of the subscription, holding and redemption of units in a Fund depends on individual circumstances and may be subject to change. Before making any investment decision, investors are recommended to assess whether this investment is suitable for them in light of their financial knowledge and experience, investment objectives and financial or tax situation and to obtain specific advice from an investment professional.

Disclaimer

This content is produced by Legal & General Investment Management Limited. It is for the exclusive use of the recipient and is neither directed to, nor intended for distribution or use by, any person or entity who is a citizen or resident of, or located in, any locality, state, country or jurisdiction where distribution, publication, availability or use of this content would be contrary to law or regulation.

This content is provided for information purposes only and does not constitute an offer or a recommendation to buy or sell securities or financial instruments. It is not intended to be a substitute for the full documentation of the Fund.

Legal and General Assurance (Pensions Management) Limited (“PMC”) is a life insurance company and carries on the business using a linked policy. It is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The policy is divided into a number of sections (“the Funds”).

Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. It provides investment and marketing services to PMC.