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Multi-Index range
The Multi-Index range of Non UCITS Schemes provided by Legal & General (Unit Trust Managers) Limited, form a key part of Succession Wealth’s advice proposition, so we have partnered to create this microsite to ensure that Succession Wealth Planners have ready access to information and collateral that will help them explain to end investors how the Multi-Index fund range works.
On the Succession Matrix, we offer five, risk-targeted funds for a range of specific investor profiles. The asset allocation of the funds is managed dynamically investing across equities, bonds, alternatives and cash.
Further reading
LGIM’s ESG scores
LGIM has developed its own transparent ESG scoring methodology to assess our investee companies’ actions in delivering long-term positive change. The scores are subject to continuous review.
Inflation toolkit
As this is the first time since the 1980s that inflation has been a challenge, our Asset Allocation team has turned their four steps to navigate inflation in portfolios into a practical inflation toolkit to provide additional support that aims to help protect client portfolios.
Meet the team
The fund managers have responsibility for managing the Multi-Index fund range. They are part of the Multi-Asset Funds (MAF) team in LGIM. This team focuses on designing and managing multi-asset funds that are tailored to match the specific objectives of various client types. The team sits within the wider Asset Allocation team which combines both depth of experience with a broad range of expertise from different fields, including fund management, investment consulting and risk management roles.
Andrzej Pioch
Fund manager
Francis Chua
Fund Manager
LGIM’s Multi-Index product range
Key risks
The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from LGIM’s Fund Centres.
Get in touch
If you are a financial adviser and would like to contact our sales support team please call 03450708684 or email on the link below