L&G PMC Multi-Asset Target Return Fund 3

L&G PMC Multi-Asset Target Return Fund G25

Fund code

Fund facts

Fund size
-
Base currency
GBP
Launch date
Jul 2023
Domicile
United Kingdom

As at 30 Jun 2026

Fund aim

Benchmark

ABI Sector

Specialist

Charges

Investment management charge0.59%
Additional expenses0.06%
Fund management charge0.65%

Performance

Source: Lipper

Performance (%)
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Change

    Performance summary (%)

    As at 30 Jun 2026

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    As at 30 Jun 2026

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    Rolling 12-month performance
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    Rolling 12-month performance to last quarter end (%)

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    Calendar year performance (%)

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    Annualised performance (%)

    1 year3 years5 yearsSince launch
    Fund----

    Annualised performance (%)

    1 year3 years5 yearsSince launch
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    Performance for the unit class in GBP, launched on 18 July 2023. Source: Lipper.

    Past performance is not a guide to the future.

    Performance for the unit class in GBP, launched on 18 July 2023. Source: Lipper.

    Past performance is not a guide to the future.

    Performance for the Primary unit class in GBP, launched on 24 April 2018. Source: Lipper.

    Past performance is not a guide to the future.

    Fund managers

    Willem is responsible for L&G's tactical asset allocation strategies. Willem joined L&G in 2014 from BNP Paribas Investment Partners where he held the title of Head of TAA Research and Strategies. In this role he took responsibility for the multi-asset investment process and active management of global multi-asset portfolios, leading a team of economists, strategists and analysts. Willem graduated from the University of Groningen and University of Amsterdam, and holds a master's degree in econometrics and actuarial sciences. Willem is also a CFA charterholder.

    As the head of Rates and Inflation strategy at L&G, Chris leads a team of experts who analyse and advise on fixed income markets. He has a wealth of cross-asset experience with a focus on developed and emerging market sovereign bonds and corporate credit. He joined L&G in 2014 as part of the Asset Allocation team, after working as a senior economist and strategist at BNP Paribas Investment Partners. Before that, he was an economist at the Bank of England. Chris graduated with a first class degree in philosophy, politics and economics from University College, Oxford in 2015 and has an MSc in Economics (research) from the London School of Economics, and is a CFA charter holder.

    Josh is a Fund Manager within the Asset Allocation team. His responsibilities cover fund management of target return funds, alternative risk premia strategies and equity factors. Josh also works in investment strategy, focusing on idea generation in currencies as well as volatility. He joined L&G initially in 2016 as a placement year intern. Josh graduated from the University of Bath with a degree in Mathematical Sciences and is a CFA charterholder.

    WillemKlijnstra

    ChrisJeffery

    JoshLogan

    Prices

    Name
    GBP
    Price
    -
    Change (%)
    -
    Currency
    GBP
    Price time
    12:00 UK time
    Name
    GBP
    Price
    -
    Change (%)
    -
    Currency
    GBP
    Price time
    12:00 UK time
    Name
    GBP
    Price
    -
    Change (%)
    -
    Currency
    GBP
    Price time
    12:00 UK time

    Important Information

    The fund performance provided is: 

    • after all fund charges have been taken, but doesn't include any other product charges. Please see your product literature for more information on charges.
    • assuming all income generated by the investments remains within the fund

    Please bear in mind that past performance is not a guide to future returns. The value of an investment and any income taken from it is not guaranteed and may go down as well as up. You could get back less than you invest.

    Performance data source: Lipper. 

    Index disclaimer

    Source: ICE data indices, LLC (“ICE data”), is used with permission. ICE data, its affiliates and their respective third party suppliers disclaim any and all warranties and representations, express and/or implied, including any warranties of merchantability or fitness for a particular purpose or use, including the indices, index data and any data included in, related to, or derived therefrom. Neither ICE data, its affiliates nor their respective third party suppliers shall be subject to any damages or liability with respect to the adequacy, accuracy, timeliness or completeness of the indices or the index data or any component thereof, and the indices and index data and all components thereof are provided on an “as is” basis and your use is at your own risk. ICE data, its affiliates and their respective third party suppliers do not sponsor, endorse, or recommend LGIM, or any of its products or services.

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