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

Highlights video: Part I - the concentration conundrum

The investment risk you may not know you’re taking

The recent rally saw US technology stocks dominate market returns. The investment case for technology may remain, but we believe there is a significant concentration risk that you need to know about, especially if you are a global index investor.

View our highlights video of our first virtual coffee break with Justin Onuekwusi, Head of Retail Multi-Asset Funds and Lars Kreckel, Global Equity Strategist.

View the full webinar here