Key benefits

35

Years experience in multi-asset investing

£77 billion

Assets Under Management*

25+

portfolios

A history of putting clients first

LGIM is the investment management arm of Legal & General Group, with a heritage dating back to 1836. And today, we are one of the UK’s leading investment management companies, trusted by investors to manage over £1,158 billion** across a range of asset classes and different investment strategies.

Our Model Portfolio Service brings together our award-winning*** multi-asset capabilities and leading index expertise for a cost-effective and scalable offering that aims to improve investment outcomes. We know cost is a crucial consideration for you when assessing suitability.

Our size means we can find efficiencies in the costs we pay for managing the funds and pass these savings to your clients.

*Source: LGIM internal data as at 30 June 2023. The AUM disclosed is shown on the basis of client direct investments and excludes any double count from fund of fund holdings

**Source: LGIM internal data as at 30 June 2023. The AUM disclosed is shown on the basis of client direct investments and excludes any double count from fund of fund holdings. The AUM includes the value of securities and derivatives positions

***View the list of awards won by the multi-asset team

Nicola Morgan-Brownsell

Nicola Morgan-Brownsell

Head of Multi-Asset Partnership Strategies
Francis Chua

Francis Chua

Fund Manager
James Giblin

James Giblin

Fund Manager
Aimee Bowkett

Aimee Bowkett

Assistant Fund Manager
lgim - shared - image library - people - IMG - SIMPLE - graham moles

Graham Moles

Head of DC & Retail Solutions Strategy, solutions
Aristide Goualin

Aristide Goualin

Investment Specialist, Asset Allocation
Peter Boakes

Peter Boakes

Solutions Strategy Manager, Solutions
Mireille Bensimon

Mireille Bensimon

Investment Analyst

Investment approach

We have built this service on the five pillars of multi-asset investing that we believe are the driving forces that help us deliver your clients’ objectives.

Investment approach

Available on the following platforms

 

Platform logos

Rebalancing dates

The 2023 rebalance dates are detailed below. 

2023

24th November

 

General enquiries

If you would like to contact our sales support team please call:

0345 070 8684

or email

fundsales@lgim.com

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.