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.

 

Five years of Multi-Index

Five years on from the launch of our successful Multi-Index range, we ask our team what makes the funds tick. Click play to hear more about how suitability, cost-effectiveness, diversification and dynamic asset allocation are the driving forces behind the range.

The story so far

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 a 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.

Image of Justin Onuekwusi

Justin Onuekwusi

Fund manager
Image of Andrzej Pioch

Andrzej Pioch

Fund manager
Headshot of Francis Chua

Francis Chua

Fund manager