Hybrid Property (70:30) (Active and Passive) Fund

Unit-Linked Life Insurance
Hybrid Property (70:30) (Active and Passive) Fund
Fund aim
Fund characteristics
Fund facts
| Fund size As at 30 Sep 2026 | £77.0m |
| Base currency | GBP |
| Fund launch | 30/04/10 |
| Domicile | United Kingdom |
Benchmark
Composite of the MSCI/AREF UK Quarterly All Balanced Property Funds Index and the FTSE EPRA/NAREIT Developed Real Estate Index
Composite of the MSCI/AREF UK Quarterly All Balanced Property Fund Index (UK PFI) and the FTSE EPRA/NAREIT Developed Real Estate Index
Performance
Portfolio breakdown
As at 30 Sep 2026
Asset (%)
Managed Property Fund (Weekly) | 70.3 |
Global Real Estate Equity Index | 29.8 |
Asset (%)
Managed Property Fund (Weekly) | 70.3 |
Global Real Estate Equity Index | 29.8 |
All data source LGIM unless otherwise stated. Totals may not sum due to rounding.
Fund managers
Fund Management Team
70% of the Fund is invested in the Managed Property Fund which is managed by Rob Codling. The Fund team includes nine Asset Managers dedicated to the Fund and a Fund Analyst. This team is supported by the wider Private Markets Real Estate Equity platform capabilities including Transactions, Research, Sector Specialists, Responsible Investing and Development.
The remaining 30% of the Fund is invested in the Global Real Estate Equity Index Fund which is managed by the L&G Index Fund Management Team. The skill set and expertise we have developed over 35+ years in index management has allowed us to continuously evolve our investment processes. The Index Fund Management team comprises 30 fund managers with an average experience of 15 years, supported by 33 broader team members. Management oversight is provided by Dave Barron, Global Head of Index, ETFs & Systematic Solutions. The team also has full access to the resources and research of other specialists within L&G, including economists and strategists.
Literature
Document type
Prices
Units can be purchased, sold or switched on a designated dealing day. This fund is offered on a weekly close, daily close, or daily midday basis. Further information is available in the relevant operational procedures sheet and the Description of Funds.
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