Key benefits

35

Years experience in multi-asset investing

£78bn

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 £1.3 trillion in assets** 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.

*as at 30 June 2022

**as at 30 June 2022

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

lgim - shared - image library - people - IMG - SIMPLE - justin onuekwusi

Justin Onuekwusi

Head of Retail Multi-Asset Funds
Aimee Bowkett

Aimee Bowkett

Assistant Fund Manager
Headshot of Francis Chua

Francis Chua

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 2022 and 2023 rebalance dates are detailed below. We’ll update clients 5 working days before each rebalance to allow our clients the opportunity to opt in or out.

2022

2nd September
28th November

2023

24th February
26th May
25th August
24th November

 

Latest MPS quarterly reports

Model Portfolio Service brochures

Brings together our award winning multi-asset capabilities and leading index expertise for a cost-effective and scalable offering that aims to improves investment outcomes.

General enquiries

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

0345 070 8684

or email

fundsales@lgim.com

Key risk

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.