Return and risk

The current returns on the portfolios are updated daily. These are attributed returns before pension returns tax.

Morningstar’s rating® for LD Equities & Bonds is shown alongside LD Discretionary. LD Equities & Bonds accounts for more than 95 per cent of LD Discretionary and comprises all listed investments. LD Discretionary has generally performed slightly better than LD Equities & Bonds, but it is not possible to obtain a rating for LD Discretionary as a whole.