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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.
Co-fund manager Andrzej Pioch gives a rundown on all you need to know about our Multi-Index fund range.