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Our key focus for our equities offering is, not surprisingly the UK,  but we also have products which invest in Europe, North America, Japan and Asia Pacific. 

Rather than having an overall house investment style, our teams operate in a boutique atmosphere.  This means they are dynamic and flexible, with the freedom to implement their own investment ideas, while leveraging the benefits that being part of one of the UK’s largest fund management firms can bring. 

Browse the table below for the PDF documents, pricing, performance and essential information about each fund.

Legal & General's Unit Trust Managers have a long track record in managing government bonds, investment grade corporate bonds, global high yield bonds and cash. Our reputation within the fixed income market, has been achieved through a strong and disciplined investment process benefiting from a very experienced, award winning team of fund managers and analysts.

Our fixed income teams located in London and Chicago both manage European and US credit. Research ideas from the US team in relation to US borrowers issuing into the European markets are available to the London based team and vice versa. This structure ensures effective division of responsibilities and consistent implementation across all portfolios.

Browse the table below for the PDF documents, pricing, performance and essential information about each fund.

Using input from every part of Legal & General’s extensive research programme, the asset allocation and investment strategy team manage a range of asset allocation funds that can bring your clients exposure to a broad spectrum of assets.  We research global macro themes and developments and use this detailed information to guide investment decisions across multiple asset classes.  In doing so, we believe we can offer strong potential for profit with the risk-balancing benefits of diversification.

Browse the table below for the PDF documents, pricing, performance and essential information about each fund.

The aim of the Legal & General Cash Trust is to provide the potential for higher returns than your clients would get on their cash deposits on the high street. By pooling their money with thousands of other investors across a range of deposits (with major banks and building societies), they can enjoy a better return.

Browse the table below for the PDF documents, pricing, performance and essential information about this fund.

Legal & General's Unit Trust Managers are the UK’s largest provider of unitised index funds, a position which reflects our excellent results and high quality service.  Our proven methodology consistently captures market returns in an efficient way and at a low cost.  The increasing use of index funds for all or part of investors’ portfolios is testimony to the manner in which we have succeeded in combining good performance at lower risk.

Browse the table below for the PDF documents, pricing, performance and essential information about each fund.

Our commercial property fund is managed by a dedicated team with Legal & General Investment Management. This experienced team of over 80 people has the expertise needed to research, acquire, develop, manage and operate commercial property investments. In conjunction with our business partners, we are able to provide a fully integrated property investment service. Our scale enables us to be active across all sectors of the market and means we get to see the majority of opportunities available in the market each year.

Browse the table below for the PDF documents, pricing, performance and essential information about each fund.

Using input from every part of Legal & General’s extensive research programme, the asset allocation and investment strategy team manage a range of asset allocation funds that can bring your clients exposure to a broad spectrum of assets.  We research global macro themes and developments and use this detailed information to guide investment decisions across multiple asset classes.  In doing so, we believe we can offer strong potential for profit with the risk-balancing benefits of diversification.

Browse the table below for the PDF documents, pricing, performance and essential information about each fund.

Our Multi Manager fund range represents a new way of thinking for Legal & General, allowing you to invest in several funds at the same time through onesimple investment wrapper.

Fund managers and co-founders of our Multi Manager business, Alan Thein and Tim Gardner, take a high conviction approach to running the funds and look to add value via both active asset allocation and fund selection. They operate in a separate ‘boutique’ within Legal & General Group, allowing for an unfettered approach to fund selection and being unconstrained by any ‘house view’ on asset allocation.

Legal & General Unit Trusts

In this section you’ll find detailed information about our range of unit trusts.

As a multi-specialist asset management company, we offer a full range of products, including equity funds investing in the UK and other regions, fixed income funds which invest across the credit spectrum from gilts to high yield bonds, index tracking funds, property, cash, and asset allocation products.

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fundTemplate fundUnitFullName unitType classType Key Features Reports & Accounts Application Forms
Annual Interim Unit Trust ISA Transfer
Absolute Return Accumulation Institutional Diversified Absolute Return Trust Institutional Class I Accumulation
Absolute Return Income Institutional Diversified Absolute Return Trust Institutional Class I Income
Absolute Return Accumulation Retail Diversified Absolute Return Trust Retail Class R Accumulation
Absolute Return Income Retail Diversified Absolute Return Trust Retail Class R Income
Absolute Return Accumulation Institutional European Absolute Institutional Class I Accumulation
Absolute Return Accumulation Retail European Absolute Retail Class R Accumulation
Absolute Return Accumulation Institutional UK Absolute Institutional Class I Accumulation
Absolute Return Accumulation Retail UK Absolute Retail Class R Accumulation
Asset Allocation Accumulation Retail Distribution Trust Retail Class R Accumulation
Asset Allocation Income Retail Distribution Trust Retail Class R Income
Asset Allocation Accumulation Retail Worldwide Trust Retail Class R Accumulation
Asset Allocation Income Retail Worldwide Trust Retail Class R Income
Cash Accumulation Institutional Cash Trust Institutional Class I Accumulation
Cash Accumulation Retail Cash Trust Retail Class R Accumulation
Equities Accumulation Retail Asian Income Trust Retail Class R Accumulation
Equities Income Retail Asian Income Trust Retail Class R Income
Equities Accumulation Retail Equity Trust Retail Class R Accumulation
Equities Income Retail Equity Trust Retail Class R Income
Equities Accumulation Retail European Trust Retail Class R Accumulation
Equities Income Retail European Trust Retail Class R Income
Equities Accumulation Retail Global Growth Trust Retail Class R Accumulation
Equities Income Retail Global Growth Trust Retail Class R Income
Equities Accumulation Institutional Growth Trust Institutional Class I Accumulation
Equities Income Institutional Growth Trust Institutional Class I Income
Equities Accumulation Retail Growth Trust Retail Class R Accumulation
Equities Income Retail Growth Trust Retail Class R Income
Equities Accumulation Retail North American Trust Retail Class R Accumulation
Equities Income Retail North American Trust Retail Class R Income
Equities Accumulation Retail Pacific Growth Trust Retail Class R Accumulation
Equities Income Retail Pacific Growth Trust Retail Class R Income
Equities Accumulation Retail UK Active Opportunities Trust Retail Class R Accumulation
Equities Income Retail UK Active Opportunities Trust Retail Class R Income
Equities Accumulation Institutional UK Alpha Trust Institutional Class I Accumulation
Equities Accumulation Retail UK Alpha Trust Retail Class R Accumulation
Equities Accumulation Retail UK Smaller Companies Trust Retail Class R Accumulation
Equities Income Retail UK Smaller Companies Trust Retail Class R Income
Equities Accumulation Institutional UK Special Situations Trust Institutional Class I Accumulation
Equities Income Institutional UK Special Situations Trust Institutional Class I Income
Equities Accumulation Retail UK Special Situations Trust Retail Class R Accumulation
Equities Income Retail UK Special Situations Trust Retail Class R Income
Fixed Income Accumulation Institutional Dynamic Bond Trust Institutional Class I Accumulation
Fixed Income Income Institutional Dynamic Bond Trust Institutional Class I Income
Fixed Income Accumulation Retail Dynamic Bond Trust Retail Class A Accumulation
Fixed Income Income Retail Dynamic Bond Trust Retail Class A Income
Fixed Income Accumulation Retail Dynamic Bond Trust Retail Class X Accumulation
Fixed Income Income Retail Dynamic Bond Trust Retail Class X Income
Fixed Income Accumulation Institutional Fixed Interest Trust Institutional Class I Accumulation
Fixed Income Income Institutional Fixed Interest Trust Institutional Class I Income
Fixed Income Accumulation Retail Fixed Interest Trust Retail Class A Accumulation
Fixed Income Income Retail Fixed Interest Trust Retail Class A Income
Fixed Income Accumulation Retail Fixed Interest Trust Retail Class R Accumulation
Fixed Income Income Retail Fixed Interest Trust Retail Class R Income
Fixed Income Accumulation Institutional High Income Trust Institutional Class I Accumulation
Fixed Income Income Institutional High Income Trust Institutional Class I Income
Fixed Income Accumulation Retail High Income Trust Retail Class A Accumulation
Fixed Income Income Retail High Income Trust Retail Class A Income
Fixed Income Accumulation Retail High Income Trust Retail Class R Accumulation
Fixed Income Income Retail High Income Trust Retail Class R Income
Fixed Income Accumulation Retail High Income Trust Retail Class X Accumulation
Fixed Income Income Retail High Income Trust Retail Class X Income
Fixed Income Accumulation Institutional Managed Income Trust Institutional Class I Accumulation
Fixed Income Income Institutional Managed Income Trust Institutional Class I Income
Fixed Income Accumulation Retail Managed Income Trust Retail Class R Accumulation
Fixed Income Income Retail Managed Income Trust Retail Class R Income
Fixed Income Accumulation Institutional Managed Monthly Income Trust Institutional Class I Accumulation
Fixed Income Income Institutional Managed Monthly Income Trust Institutional Class I Income
Fixed Income Accumulation Retail Managed Monthly Income Trust Retail Class R Accumulation
Fixed Income Income Retail Managed Monthly Income Trust Retail Class R Income
Index Tracking Accumulation Institutional All Stocks Gilt Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional All Stocks Gilt Index Trust Institutional Class I Income
Index Tracking Accumulation Institutional All Stocks Index Linked Gilt Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional All Stocks Index Linked Gilt Index Trust Institutional Class I Income
Index Tracking Accumulation Institutional Ethical Trust Institutional Class I Accumulation
Index Tracking Income Institutional Ethical Trust Institutional Class I Income
Index Tracking Accumulation Retail Ethical Trust Retail Class R Accumulation
Index Tracking Income Retail Ethical Trust Retail Class R Income
Index Tracking Accumulation Institutional European Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional European Index Trust Institutional Class I Income
Index Tracking Accumulation Retail European Index Trust Retail Class R Accumulation
Index Tracking Income Retail European Index Trust Retail Class R Income
Index Tracking Accumulation Institutional Global 100 Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional Global 100 Index Trust Institutional Class I Income
Index Tracking Accumulation Retail Global 100 Index Trust Retail Class R Accumulation
Index Tracking Income Retail Global 100 Index Trust Retail Class R Income
Index Tracking Accumulation Institutional Global Health & Pharmaceutical Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional Global Health & Pharmaceutical Index Trust Institutional Class I Income
Index Tracking Accumulation Retail Global Health & Pharmaceutical Index Trust Retail Class R Accumulation
Index Tracking Income Retail Global Health & Pharmaceutical Index Trust Retail Class R Income
Index Tracking Accumulation Institutional Global Technology Index Trust Institutional Class I Accumulation
Index Tracking Accumulation Retail Global Technology Index Trust Retail Class R Accumulation
Index Tracking Accumulation Institutional International Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional International Index Trust Institutional Class I Income
Index Tracking Accumulation Retail International Index Trust Retail Class R Accumulation
Index Tracking Income Retail International Index Trust Retail Class R Income
Index Tracking Accumulation Institutional Japan Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional Japan Index Trust Institutional Class I Income
Index Tracking Accumulation Retail Japan Index Trust Retail Class R Accumulation
Index Tracking Income Retail Japan Index Trust Retail Class R Income
Index Tracking Accumulation Institutional Pacific Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional Pacific Index Trust Institutional Class I Income
Index Tracking Accumulation Retail Pacific Index Trust Retail Class R Accumulation
Index Tracking Income Retail Pacific Index Trust Retail Class R Income
Index Tracking Accumulation Institutional UK 100 Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional UK 100 Index Trust Institutional Class I Income
Index Tracking Accumulation Retail UK 100 Index Trust Retail Class R Accumulation
Index Tracking Income Retail UK 100 Index Trust Retail Class R Income
Index Tracking Accumulation Institutional UK Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional UK Index Trust Institutional Class I Income
Index Tracking Accumulation Retail UK Index Trust Retail Class R Accumulation
Index Tracking Income Retail UK Index Trust Retail Class R Income
Index Tracking Accumulation Institutional US Index Trust Institutional Class I Accumulation
Index Tracking Income Institutional US Index Trust Institutional Class I Income
Index Tracking Accumulation Retail US Index Trust Retail Class R Accumulation
Index Tracking Income Retail US Index Trust Retail Class R Income
Multi-Manager Accumulation Retail Multi Manager Balanced Trust Retail Class R Accumulation
Multi-Manager Income Retail Multi Manager Balanced Trust Retail Class R Income
Multi-Manager Accumulation Retail Multi Manager Growth Trust Retail Class R Accumulation
Multi-Manager Income Retail Multi Manager Growth Trust Retail Class R Income
Multi-Manager Accumulation Retail Multi Manager Income Trust Retail Class R Accumulation
Multi-Manager Income Retail Multi Manager Income Trust Retail Class R Income
Property Accumulation Institutional UK Property Trust Institutional Class I Accumulation
Property Income Institutional UK Property Trust Institutional Class I Income
Property Accumulation Retail UK Property Trust Retail Class R Accumulation
Property Income Retail UK Property Trust Retail Class R Income
FundsLibrary 

Performance figures show total return bid-to-bid with no initial charge and net income reinvested. Performance data source: Morningstar.

Past performance is not a guide to future performance.

Funds that invest in derivatives may be higher risk than funds that invest in other types of assets. In addition, there are some derivatives whose value falls even though the market is rising.

Unit Class(es) mean the category or categories of Unit offered by the Unit Trust. Different Unit Classes allow flexibility in the administration of the Unit Trust.

FundsLibrary
FundsLibrary 

Performance figures show total return bid-to-bid with no initial charge and net income reinvested. Performance data source: Morningstar.

Past performance is not a guide to future performance.

Funds that invest in derivatives may be higher risk than funds that invest in other types of assets. In addition, there are some derivatives whose value falls even though the market is rising.

Unit Class(es) mean the category or categories of Unit offered by the Unit Trust. Different Unit Classes allow flexibility in the administration of the Unit Trust.

FundsLibrary 

Performance figures show total return bid-to-bid with no initial charge and net income reinvested. Performance data source: Morningstar.

Past performance is not a guide to future performance.

Funds that invest in derivatives may be higher risk than funds that invest in other types of assets. In addition, there are some derivatives whose value falls even though the market is rising.

Unit Class(es) mean the category or categories of Unit offered by the Unit Trust. Different Unit Classes allow flexibility in the administration of the Unit Trust.

FundsLibrary 

Performance figures show total return bid-to-bid with no initial charge and net income reinvested. Performance data source: Morningstar.

Past performance is not a guide to future performance.

Funds that invest in derivatives may be higher risk than funds that invest in other types of assets. In addition, there are some derivatives whose value falls even though the market is rising.

Unit Class(es) mean the category or categories of Unit offered by the Unit Trust. Different Unit Classes allow flexibility in the administration of the Unit Trust.

FundsLibrary 

Performance figures show total return bid-to-bid with no initial charge and net income reinvested. Performance data source: Morningstar.

Past performance is not a guide to future performance.

Funds that invest in derivatives may be higher risk than funds that invest in other types of assets. In addition, there are some derivatives whose value falls even though the market is rising.

Unit Class(es) mean the category or categories of Unit offered by the Unit Trust. Different Unit Classes allow flexibility in the administration of the Unit Trust.

FundsLibrary 

Performance figures show total return bid-to-bid with no initial charge and net income reinvested. Performance data source: Morningstar.

Past performance is not a guide to future performance.

Funds that invest in derivatives may be higher risk than funds that invest in other types of assets. In addition, there are some derivatives whose value falls even though the market is rising.

Unit Class(es) mean the category or categories of Unit offered by the Unit Trust. Different Unit Classes allow flexibility in the administration of the Unit Trust.

FundsLibrary


this is for multi manager only

 

FundsLibrary
 

Welcome to the Legal & General Investments website

The information in this site is intended for financial advisers only.
The information contained in these pages must not be used or relied upon by private investors.

We recommend that you read our Terms & Conditions before browsing the site.

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