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You are here: Manager factsheet

Index Fund Management Team

Legal & General UT Mgr Ltd, LGIM Managers (Europe) Ltd
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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
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
 
 
 
 
 
33-69m
 
 
 
 
 
 
 
 
 
45-81m
 
 
 
 
 
 
 
 
 
57-93m
 
 
 
 
 
 
 
 
 
69-105m
 
 
 
 
 
 
 
 
 
81-117m
 
 
 
 
 
 
 
 
 
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 -2.6 15.6 -4.1 8.0 7.4 13.6 12.4 6.5 6.8 -
Peer Group Composite -7.5 16.4 -1.6 6.6 6.8 15.2 9.7 9.3 5.9 -
Over / Under 4.9 -0.8 -2.5 1.4 0.6 -1.6 2.7 -2.8 0.9 -
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
CAF UK Equitrack Lead manager UT UK All Companies since Sep 30 2013 to present
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 and Technology Innovations 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 Europe Ex UK Equity Index Lead manager FO Equity - Europe ex UK since Sep 27 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 Lead manager FO Fixed Int - EUR Government since Dec 08 2016 to present
L&G Emerging Markets Equity Index Lead manager FO Equity - Emerging Markets since Feb 02 2017 to present
L&G World Equity Index Lead manager FO Equity - International since Mar 15 2017 to present
L&G Emerging Markets Government Bond (Local Currency) Index Lead manager FO Fixed Int - Emerging Markets since Mar 24 2017 to present
L&G Global Small Cap Equity Index Lead manager FO Equity - International since Jun 08 2017 to present
L&G Emerging Markets Government Bond (USD) Index Lead manager FO Fixed Int - Emerging Markets since Mar 02 2018 to present
L&G Frontier Markets Equity Lead manager FO Equity - Emerging Markets since Aug 29 2018 to present
L&G ESG Emerging Markets Government Bond (USD) Index Lead manager FO Fixed Int - Emerging Markets since Dec 06 2018 to present
L&G ESG Emerging Markets Government Bond (Local Currency) Index Lead manager 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 Lead manager FO Fixed Int - EUR Long Maturity since Jan 29 2020 to present
Funds managed previously
Fund Periods
L&G Europe ex UK Equity Index since Dec 08 2015 to Jul 09 2020
L&G Future World Gender in Leadership UK Index since May 10 2018 to Feb 26 2021
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 Jun 14 2017
L&G FTSE RAFI Europe Equity Income since Mar 02 2016 to Jun 14 2017
L&G FTSE RAFI UK Equity Income since Mar 03 2016 to Jun 14 2017
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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