L&G Mixed Investment 40-85% I Inc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPP
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 5 GBP (31/03/2026) |
| Fund size (mil) | 481 GBP (28/02/2026) |
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit
Top 10 holdings
| Assets in top 10 holdings % | 69.61 |
| Total number of equity holdings | 8 |
| Total number of bond holdings | 14 |
| Holdings 28/02/2026 | % of assets |
|---|---|
| L&G US Index I Inc | 14.56 |
| L&G UK Index Trust L Dist | 13.60 |
| L&G European Index I Inc | 10.20 |
| L&G Global Emerging Markets Index L Dist | 5.43 |
| L&G Japan Index I Inc | 5.10 |
| L&G UK Mid Cap Index L Dist | 4.97 |
| LGIM Sterling Liquidity Plus 1 GBP Acc | 4.26 |
| L&G Global Infrastructure Index L Inc | 4.06 |
| L&G Pacific Index I Inc | 3.81 |
| L&G Global Real Estate Div Index L Dist | 3.63 |