U
Legal & General Long Life Fund W Shares LLFWX
NASDAQ
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Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Systematic Withdrawal Plan, Institutional Only, Automatic Investment Plan, Qualified Investment, Phone Exchange, Wire Redemption
Top Holdings
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Performance
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Price
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Company Information
Provider
Legal & General Investment Management America Inc
Manager/Tenure
(Years)
David Chapman (0)
Address
71 South Wacker Drive
Chicago IL - 60606
Country
United States
Phone Number
312-585-0300
Investment Strategy
The investment seeks to provide capital growth while limiting downside risk. The fund seeks to achieve its investment objective primarily by investing in other mutual funds for which the Adviser also serves as investment adviser, with a target asset allocation strategy that emphasizes investments in equity securities in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% of its assets. It will also utilize an option collar strategy as an overlay to the entirety of the fund’s equity allocation.