Bringing together our award winning multi-asset capabilities and leading index expertise for a cost-effective and scalable offering.
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

Francis Chua

James Giblin

Aimee Bowkett

Graham Moles

Aristide Goualin

Peter Boakes

Mireille Bensimon
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
Rebalancing dates
The 2023 rebalance dates are detailed below.
2023
24th November
Further resources
General enquiries
If you would like to contact our sales support team please call:
0345 070 8684
or email
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.