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Why us

Legal & General Investments – a dynamic approach to wealth management.

Legal & General Investments (LGI) is Legal & General's investment brand in the retail market. LGI designs, manufactures, markets and distributes funds. The management of most of these funds is then appointed to the investment management arm of the Legal & General Group, Legal & General Investment Management (LGIM).

LGIM is one of the largest investors in the UK stock market, managing investments of over 4% of the FTSE All-Share Index.

As at 30 June 2011, the Legal & General Group was responsible for investing £370 billion of assets worldwide on behalf of investors, policyholders and shareholders.

A ‘best ideas’ approach

This combination of scale, strategic solutions and innovative risk management means we aim to spot the best opportunities as they occur. This scale means our highly-experienced team of managers, including several highly rated fund managers, have excellent access to senior managers in the companies they invest in: a key competitive advantage in the market.

High performing funds

We have a range of strong performing funds, this performance has been backed up by a number of award accolades.

Awards and ratings

We have a number of award-winning high-performing funds. Here’s a list of the high profile awards we have won this year and the ratings our funds have received:
  

Current fund ratings

     
Standard & Poor's rated funds Rated
 
Legal & General UK Active Opportunities Trust
Legal & General UK Alpha Trust
Legal & General Growth Trust
Legal & General UK Index Trust
Legal & General Dynamic Bond Trust
Legal & General Managed Monthly Income Trust
Legal & General Multi Manager Growth Trust
Legal & General Multi Manager Balanced Trust
Legal & General Multi Manager Income Trust
   
ScoPic Research  
 
Legal & General Multi Manager Growth Trust
Legal & General Multi Manager Balanced Trust
Legal & General Multi Manager Income Trust
 
Citywire ratings Rated
 
Richard Hodges
Richard Penny
   
OBSR ratings  
   
Legal & General Growth Trust
Legal & General Dynamic Bond Trust
Legal & General High Income Trust
Legal & General Multi Manager Growth Trust
Legal & General Multi Manager Balanced Trust
Legal & General Multi Manager Income Trust
     

2011 Awards


       
Richard Hodges awarded the Sterling Strategic fund manager of the year 2011. Best UK Growth Fund Award Legal & General UK Alpha Trust Money Observer Legal & General UK Alpha Trust, best UK Equity fund over 5 years.  

2010 Awards


         
Property Awards 2010 Winner, Property Week Best UK Growth Fund Award Legal & General UK Alpha Trust Money Observer    

2009 Awards


     
Fixed Interest Manager of the Year Professional Pensions Pooled Manager of the Year Professional Pensions Property Manager of the Year Professional Pensions Best UK Growth Fund Award Legal & General UK Alpha Trust Money Observer
       
 
Best Property Fund Award Legal & General UK Property Trust Money Observer High standards in online service FTAdviser.com Performance Through Management, Property Trustnet  

2008 Awards

• Best Trustee Education: Financial News
• Best Member Support: Financial News
• Best Client Administration: Financial News


       
Investment Manager of the Year Professional Pensions Pooled Fund Manager of the year Professional Pensions Lipper Fund Award: Best performing UK Equity Fund over 3 years Legal & General Growth Trust  

2007 Awards

• Best Tracker Fund Provider: Investor’s Chronicle
• Most Innovative Service Programme: Financial Innovation Award
• Personal Pensions Provider: Investment, Life and Pensions Award – Moneyfacts
• Life and Pension Provider: FT Adviser Online Service Award – Financial Times
• Best Consultant Relations: Awards for excellence in Client Services, Europe
• Best Client Administration: Awards for Excellence in Client Services
• Client Service Team of the Year: Awards for Excellence in Client Services
• Pension Scheme Provider of the Year: Employee Reward & Benefits
• Cofunds: Best Fund Supermarket Award: Professional Adviser Awards

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