Legal & General UK Alpha Trust C Class Accumulation (0P0001CNEU.L)
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Legal & General UK Alpha Trust C Class Accumulation
One Coleman Street
Management Information
Rod Oscroft,Lead Manager since January 7, 2018
Rod joined LGIM in 2000 and is a fund manager and Head of the High Alpha team. The team focuses on small and mid-cap funds which are typically concentrated, conviction weighted, benchmark agnostic portfolios. Rod joined LGIM from Hermes Investment Management where he specialised in small company research. Prior to this, Rod worked in the transport asset rental industry. Rod graduated from Cambridge University with an honours degree in Economics.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryUK Small-Cap Equity
Fund FamilyLegal & General(Unit Trust Managers)Ltd
Net Assets165.82M
YTD Return-20.49%
Yield1.05%
Morningstar RatingN/A1
Inception DateFeb 28, 2018
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover102.35%
Average for CategoryN/A
Fees & Expenses
Expense0P0001CNEU.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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