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You are here: Manager factsheet

Index Fund Management Team
Legal & General UT Mgr Ltd, LGIM Managers (Europe) Ltd, Legal & General Investment Man
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Manager profile
The Index Fund Management team comprises 25 fund managers, supported by two analysts. Management oversight is provided by the Global Head of Index Funds. The team has average industry experience of 15 years, of which seven years has been at LGIM, and is focused on achieving the equally important objectives of close tracking and maximising returns.
Total return for Index Fund Management Team
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Index Fund Management Team

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Index Fund Management Team 10.3 -3.8 7.3 23.1 -7.3 8.4 0.9 24.3 -2.4 13.2
Peer Group Composite 9.2 -4.5 2.0 27.3 -6.8 5.7 3.0 23.1 -2.5 13.5
Over / Under 1.1 0.7 5.3 -4.2 -0.5 2.7 -2.1 1.2 0.1 -0.3
Performance vs peer group composite: Index Fund Management Team
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
L&G (N) Tracker Trust Lead manager UT UK All Companies since Sep 30 2013 to present
L&G Emerging Markets Government Bond (US$) Index Lead manager UT Global EM Bonds - Hard Currency since Sep 30 2013 to present
L&G European Index Trust Lead manager UT Europe Excluding UK since Sep 30 2013 to present
L&G Global 100 Index Trust Lead manager UT Global since Sep 30 2013 to present
L&G Global Emerging Markets Index Lead manager UT Global Emerging Markets since Sep 30 2013 to present
L&G Global Health & Pharmaceuticals Index Trust Lead manager UT Healthcare since Sep 30 2013 to present
L&G Global Inflation Linked Bond Index Lead manager UT Global Bonds since Sep 30 2013 to present
L&G International Index Trust Lead manager UT Global since Sep 30 2013 to present
L&G Japan Index Trust Lead manager UT Japan since Sep 30 2013 to present
L&G MSCI World Socially Responsible Investment (SRI) Index Lead manager UT Global since Sep 30 2013 to present
L&G Pacific Index Trust Lead manager UT Asia Pacific Excluding Japan since Sep 30 2013 to present
L&G Short Dated Sterling Corporate Bond Index Lead manager UT Sterling Corporate Bond since Sep 30 2013 to present
L&G Sterling Corporate Bond Index Lead manager UT Sterling Corporate Bond since Sep 30 2013 to present
L&G UK 100 Index Trust Lead manager UT UK All Companies since Sep 30 2013 to present
L&G UK 350 Index Lead manager UT UK All Companies since Sep 30 2013 to present
L&G UK Index Trust Lead manager UT UK All Companies since Sep 30 2013 to present
L&G US Index Trust Lead manager UT North America since Sep 30 2013 to present
Ministry Of Justice Equity Index Tracker Lead manager UT Global since Sep 30 2013 to present
L&G All Stocks Gilt Index Trust Lead manager UT UK Gilts since Feb 01 2014 to present
L&G All Stocks Index Linked Gilt Index Trust Lead manager UT UK Index Linked Gilts since Feb 01 2014 to present
L&G Global Technology Index Trust Lead manager UT Technology & Technology Innovation since Feb 01 2014 to present
L&G Global Equity Index Lead manager UT Global since Sep 23 2014 to present
L&G Global Real Estate Dividend Index Lead manager UT Property Other since Jan 25 2016 to present
L&G Diversified EUR Co-managed FO Mixed Asset - Flexible since Aug 17 2016 to present
L&G Diversified USD Co-managed FO Mixed Asset - Flexible since Aug 24 2016 to present
L&G Asia Pacific Ex Japan Equity Index Lead manager FO Equity - Asia Pacific ex Japan since Sep 29 2016 to present
L&G Euro Treasury Bond Index Co-managed FO Fixed Int - EUR Government since Dec 08 2016 to present
L&G Emerging Markets Equity Index Co-managed FO Equity - Emerging Markets since Feb 02 2017 to present
L&G Emerging Markets Government Bond (Local Currency) Index Co-managed FO Fixed Int - Emerging Markets since Mar 24 2017 to present
L&G Global Small Cap Equity Index Co-managed FO Equity - International since Jun 08 2017 to present
L&G Emerging Markets Government Bond (USD) Index Co-managed FO Fixed Int - Emerging Markets since Mar 02 2018 to present
L&G Frontier Markets Equity Co-managed FO Equity - Emerging Markets since Aug 29 2018 to present
L&G ESG Emerging Markets Government Bond (USD) Index Co-managed FO Fixed Int - Emerging Markets since Dec 06 2018 to present
L&G ESG Emerging Markets Government Bond (Local Currency) Index Co-managed FO Fixed Int - Emerging Markets since Jan 31 2019 to present
L&G Future World ESG Developed Index Lead manager UT Global since Apr 12 2019 to present
L&G Future World ESG UK Index Lead manager UT UK All Companies since Apr 15 2019 to present
L&G 15 Year+ Germany France and Netherlands Government Bond Index Co-managed FO Fixed Int - EUR Long Maturity since Jan 29 2020 to present
L&G Emerging Markets Equity ESG Future Core Co-managed FO Equity - Emerging Markets since Nov 23 2020 to present
L&G ESG Global Corporate Bond Index Lead manager FO Fixed Int - Global since May 04 2023 to present
L&G ESG Global High Yield Bond Index Lead manager FO Fixed Int - Global High Yield since May 04 2023 to present
LGIM Future World ESG Developed Markets Government Bond Index Lead manager FO Fixed Int - Global since Jan 09 2024 to present
Funds managed previously
Fund Periods
CAF UK Equitrack since Sep 30 2013 to fund close
L&G World Equity Index since Mar 15 2017 to Sep 20 2023
L&G Europe Ex UK Equity Index since Sep 27 2016 to fund close
L&G Europe ex UK Equity Index since Dec 08 2015 to fund close
L&G Future World Gender in Leadership UK Index since May 10 2018 to fund close
L&G (N) Tracker Pension since Sep 30 2013 to fund close
L&G Global Environmental Enterprises since Sep 30 2013 to fund close
L&G FTSE RAFI US Equity Income since Feb 29 2016 to fund close
L&G FTSE RAFI Europe Equity Income since Mar 02 2016 to fund close
L&G FTSE RAFI UK Equity Income since Mar 03 2016 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Funds to hold alongside Fundsmith Equity By Emma Wallis  19-Apr-2024
Sector Six managers ascend to FE fundinfo’s Alpha Manager ‘Hall of Fame’ By Emma Wallis  18-Apr-2024
Sector F&C vs Alliance Trust: Which core global equity trust should you pick? By Jean-Baptiste Andrieux  18-Apr-2024
Sector Why the size of investment trusts matters to investors By Jean-Baptiste Andrieux  17-Apr-2024
Sector The 'purest' trust to buy if you're bullish on Scottish Mortgage's private companies By Matteo Anelli  17-Apr-2024
Fund Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Sector Two trusts to consider as the UK market starts to recover By Jonathan Jones  15-Apr-2024
Sector Land of the rising Nikkei By James Carthew  15-Apr-2024
Group The cautious funds that keep delivering the most bang for your buck By Matteo Anelli  15-Apr-2024
Group The most consistent technology, healthcare and financial funds of the decade By Matteo Anelli  12-Apr-2024
Group The undervalued region where Liontrust, L&G and Invesco are all placing their bets By Emma Wallis  11-Apr-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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