41

Years experience

£4.6bn

Assets Under Management*

30+

Members of the team

Multi-Index fund range

The Multi-Index fund range is our flagship multi-asset offering for financial advisers and wealth managers.

The five, risk-targeted funds are built on four key investing pillars of multi-asset investing: suitability, dynamic asset allocation, diversification and cost effectiveness. These driving forces are integral to delivering efficient multi-Index solutions that meet our clients’ needs.

We target the risk characteristics of the Distribution Technology asset allocation but then build the portfolio based on our own long-term assumptions. We believe our focus on staying within clients’ risk parameter is a differentiating factor for us.

*Source: LGIM, Multi-Index 3-7, 31 July 2020

Multi-Index Unfiltered coffee series

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 the full webinar here

Part II - Fixed Income

In our second Multi-Index Unfiltered virtual coffee break Justin Onuekwusi, Head of Retail Multi-Asset Funds and Chris Jeffery, Head of Inflation and Rates Strategy discussed the current ultra-low interest rate environment, how it affects fixed income and the challenges and opportunities it creates for financial advisers.

Part III - Beware the bear

In this episode Justin Onuekwusi, our Head of Retail Multi-Asset Funds is joined by Emiel van den Heiligenberg, our Head of Asset Allocation and Hetal Mehta, Senior European and UK Economist and together they explore some of the key investment issues for advisers, in particular whether equity markets are in bubble territory and the UK's handling of the pandemic and its future relationship with the EU.

Part IV - Alternative sources of return

In the latest episode of our Unfiltered series, our multi-asset experts Justin Onuekwusi and John Roe poured over how investors caught between rock-bottom yields and high equity valuations can seek alternative sources of return. They also shared their freshly-brewed insights and discussed how they have implemented three key themes within our Multi-Index funds to seek to generate extra sources of return.

PDF file: Break from tradition summary PDF size: 295 KB

Multi-Index Awards

Best Multi-Asset Fund Range:

Volatility Managed

Professional Adviser

2021, 2020

Best Multi-Asset Group

 

Professional Adviser

2020, 2019

Best Multi-Asset Group/Fund for ESG

 

Professional Adviser

2021

Our latest views and insights

Find out the most recent views and insights from our Multi-Index team on what we’re seeing in global financial markets and how we believe this will impact investments.

https://www.lgimblog.com/categories/markets-and-economics/economics when can the uk safely ease the lockdown

When can the UK safely ease the lockdown?

Our analysis suggests that by prioritising people with comorbidities, the UK could be six weeks away from vaccinating the 55% of the population that is most vulnerable to COVID-19, weakening the link between cases and hospitalisations.

When can the UK safely ease the lockdown?
Sneak Peek at Earnings

Sneak Peek at Earnings

Early indications for the Q2 earnings season are promising mainly positive news when things properly kick off in July.

Sneak Peek at Earnings
Q3 Outlook

Q3 Outlook: Summertime for investors?

We continue to favour staying long equities, and are prepared to increase our exposure in a dip, as investors bask in the sunshine of a global economy in mid-cycle.

Q3 Outlook: Summertime for investors?

Meet our Multi-Index managers

Image of Justin Onuekwusi

Justin Onuekwusi

Fund manager
Image of Andrzej Pioch

Andrzej Pioch

Fund manager
Headshot of Francis Chua

Francis Chua

Fund manager

Our Multi-Index fund managers are responsible for managing the Multi-Index fund range. They are part of the Asset Allocation team at LGIM. This team comprises highly-skilled specialists from many disciplines including economists, investment strategists and fund managers who work together to monitor market cycles and the mix of the portfolios, combining robust risk mitigation and strategic asset allocation.

Investing in our Multi-Index fund range

Growth focused funds

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.

Multi-Index 3 Multi-Index 4 Multi-Index 5 Multi-Index 6 Multi-Index 7

Income focused funds

For those seeking income, we offer three funds again catering to different risk profiles. These employ a similar asset allocation, but tilted towards securities paying attractive dividends or coupons.

Multi-Index Income 4 Multi-Index Income 5 Multi-Index Income 6

Future World funds

We offer two funds for clients who want to express a conviction on ESG themes across a broad array of asset classes and strategies.

Future World Multi-Index 3 Future World Multi-Index 4 Future World Multi-Index 5

Resources

Get in touch

If you are a financial adviser and would like to contact our sales support team please call 03450708684 or email on the link below

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