LDI (core)

LDI (core)

Mandates which invest in a range of gilts to match the interest rate and inflation risk exposures of a specific liability profile. It is typically used to allow trustees to manage inflation or interest rate risk closely. We have shown fees relative to the amount invested (and not liability covered).
 AMC per annum (£,000)
 £25mn£50mn£75mn£100mn£125mn£150mn£175mn£200mn£225mn£250mn£275mn£300mn£325mn£350mn£375mn£400mn£425mn£450mn£475mn£500mn
 
AMC top quartile		6090105140138165193220248275303330358385413440468495523550
 
AMC median		356583110138165175200225250275300325350375400425450475500
 
AMC bottom quartile		255075100125150175200180200220240260280300320340360380400

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This information is wholly owned by Lane, Clark & Peacock LLP.

LDI (core)

Mandates which invest in a range of gilts to match the interest rate and inflation risk exposures of a specific liability profile. It is typically used to allow trustees to manage inflation or interest rate risk closely. We have shown fees relative to the amount invested (and not liability covered).
 OCF per annum (£,000)
 £25mn£50mn£75mn£100mn£125mn£150mn£175mn£200mn£225mn£250mn£275mn£300mn£325mn£350mn£375mn£400mn£425mn£450mn£475mn£500mn
 
OCF top quartile		73115135180188225245280315350385420455490525560595630665700
 
OCF median		4885105140175210245280315350385420455490525560595630665700
 
OCF bottom quartile		3570105140175210245280270300330360390420450480510540570600

Swipe/scroll horizontally on the table to see more data

This information is wholly owned by Lane, Clark & Peacock LLP.
Mandates which invest in a range of gilts to match the interest rate and inflation risk exposures of a specific liability profile. It is typically used to allow trustees to manage inflation or interest rate risk closely. We have shown fees relative to the amount invested (and not liability covered).