Investment Funds

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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Absolute Return Investment Funds

Accumulation Institutional Diversified Absolute Return Trust Institutional Class I Accumulation David North

Absolute Return Investment Funds

Income Institutional Diversified Absolute Return Trust Institutional Class I Income David North

Absolute Return Investment Funds

Accumulation Retail Diversified Absolute Return Trust Retail Class R Accumulation David North

Absolute Return Investment Funds

Income Retail Diversified Absolute Return Trust Retail Class R Income David North

Absolute Return Investment Funds

Accumulation Institutional European Absolute Institutional Class I Accumulation Gavin Launder

Absolute Return Investment Funds

Accumulation Retail European Absolute Retail Class R Accumulation Gavin Launder

Absolute Return Investment Funds

Accumulation Institutional UK Absolute Institutional Class I Accumulation Robert Churchlow

Absolute Return Investment Funds

Accumulation Retail UK Absolute Retail Class R Accumulation Robert Churchlow

Asset Allocation Investment Funds

Accumulation Retail Distribution Trust Retail Class R Accumulation Kevin Chessum

Asset Allocation Investment Funds

Income Retail Distribution Trust Retail Class R Income Kevin Chessum

Asset Allocation Investment Funds

Accumulation Retail Worldwide Trust Retail Class R Accumulation Kevin Chessum

Asset Allocation Investment Funds

Income Retail Worldwide Trust Retail Class R Income Kevin Chessum

Cash Investment Funds

Accumulation Institutional Cash Trust Institutional Class I Accumulation Jennifer Gillespie

Cash Investment Funds

Accumulation Retail Cash Trust Retail Class R Accumulation Jennifer Gillespie

Equities Investment Funds

Accumulation Retail Asian Income Trust Retail Class R Accumulation Paul Hilsley

Equities Investment Funds

Income Retail Asian Income Trust Retail Class R Income Paul Hilsley

Equities Investment Funds

Accumulation Retail Equity Trust Retail Class R Accumulation Matt Fletcher

Equities Investment Funds

Income Retail Equity Trust Retail Class R Income Matt Fletcher

Equities Investment Funds

Accumulation Retail European Trust Retail Class R Accumulation Ian King

Equities Investment Funds

Income Retail European Trust Retail Class R Income Ian King

Equities Investment Funds

Accumulation Retail Global Growth Trust Retail Class R Accumulation Kevin Chessum

Equities Investment Funds

Income Retail Global Growth Trust Retail Class R Income Kevin Chessum

Equities Investment Funds

Accumulation Institutional Growth Trust Institutional Class I Accumulation Robert Churchlow

Equities Investment Funds

Income Institutional Growth Trust Institutional Class I Income Robert Churchlow

Equities Investment Funds

Accumulation Retail Growth Trust Retail Class R Accumulation Robert Churchlow

Equities Investment Funds

Income Retail Growth Trust Retail Class R Income Robert Churchlow

Equities Investment Funds

Accumulation Retail North American Trust Retail Class R Accumulation Melanie Jenner

Equities Investment Funds

Income Retail North American Trust Retail Class R Income Melanie Jenner

Equities Investment Funds

Accumulation Retail Pacific Growth Trust Retail Class R Accumulation Lloyd Branford

Equities Investment Funds

Income Retail Pacific Growth Trust Retail Class R Income Lloyd Branford

Equities Investment Funds

Accumulation Retail UK Active Opportunities Trust Retail Class R Accumulation Tim Mann

Equities Investment Funds

Income Retail UK Active Opportunities Trust Retail Class R Income Tim Mann

Equities Investment Funds

Accumulation Institutional UK Alpha Trust Institutional Class I Accumulation Richard Penny

Equities Investment Funds

Accumulation Retail UK Alpha Trust Retail Class R Accumulation Richard Penny

Equities Investment Funds

Accumulation Retail UK Smaller Companies Trust Retail Class R Accumulation Rod Oscroft

Equities Investment Funds

Income Retail UK Smaller Companies Trust Retail Class R Income Rod Oscroft

Equities Investment Funds

Accumulation Institutional UK Special Situations Trust Institutional Class I Accumulation Matt Fletcher

Equities Investment Funds

Income Institutional UK Special Situations Trust Institutional Class I Income Matt Fletcher

Equities Investment Funds

Accumulation Retail UK Special Situations Trust Retail Class R Accumulation Matt Fletcher

Equities Investment Funds

Income Retail UK Special Situations Trust Retail Class R Income Matt Fletcher

Fixed Income Investment Funds

Accumulation Institutional Dynamic Bond Trust Institutional Class I Accumulation Richard Hodges

Fixed Income Investment Funds

Income Institutional Dynamic Bond Trust Institutional Class I Income Richard Hodges

Fixed Income Investment Funds

Accumulation Retail Dynamic Bond Trust Retail Class A Accumulation Richard Hodges

Fixed Income Investment Funds

Income Retail Dynamic Bond Trust Retail Class A Income Richard Hodges

Fixed Income Investment Funds

Accumulation Retail Dynamic Bond Trust Retail Class X Accumulation Richard Hodges

Fixed Income Investment Funds

Income Retail Dynamic Bond Trust Retail Class X Income Richard Hodges

Fixed Income Investment Funds

Accumulation Institutional Fixed Interest Trust Institutional Class I Accumulation Richard Hodges

Fixed Income Investment Funds

Income Institutional Fixed Interest Trust Institutional Class I Income Richard Hodges

Fixed Income Investment Funds

Accumulation Retail Fixed Interest Trust Retail Class A Accumulation Richard Hodges

Fixed Income Investment Funds

Income Retail Fixed Interest Trust Retail Class A Income Richard Hodges

Fixed Income Investment Funds

Accumulation Retail Fixed Interest Trust Retail Class R Accumulation Richard Hodges

Fixed Income Investment Funds

Income Retail Fixed Interest Trust Retail Class R Income Richard Hodges

Fixed Income Investment Funds

Accumulation Institutional High Income Trust Institutional Class I Accumulation David North

Fixed Income Investment Funds

Income Institutional High Income Trust Institutional Class I Income David North

Fixed Income Investment Funds

Accumulation Retail High Income Trust Retail Class A Accumulation David North

Fixed Income Investment Funds

Income Retail High Income Trust Retail Class A Income David North

Fixed Income Investment Funds

Accumulation Retail High Income Trust Retail Class R Accumulation David North

Fixed Income Investment Funds

Income Retail High Income Trust Retail Class R Income David North

Fixed Income Investment Funds

Accumulation Retail High Income Trust Retail Class X Accumulation David North

Fixed Income Investment Funds

Income Retail High Income Trust Retail Class X Income David North

Fixed Income Investment Funds

Accumulation Institutional Managed Income Trust Institutional Class I Accumulation Richard Hodges

Fixed Income Investment Funds

Income Institutional Managed Income Trust Institutional Class I Income Richard Hodges

Fixed Income Investment Funds

Accumulation Retail Managed Income Trust Retail Class R Accumulation Richard Hodges

Fixed Income Investment Funds

Income Retail Managed Income Trust Retail Class R Income Richard Hodges

Fixed Income Investment Funds

Accumulation Institutional Managed Monthly Income Trust Institutional Class I Accumulation Richard Hodges

Fixed Income Investment Funds

Income Institutional Managed Monthly Income Trust Institutional Class I Income Richard Hodges

Fixed Income Investment Funds

Accumulation Retail Managed Monthly Income Trust Retail Class R Accumulation Richard Hodges

Fixed Income Investment Funds

Income Retail Managed Monthly Income Trust Retail Class R Income Richard Hodges

Index Tracking Investment Funds

Accumulation Institutional All Stocks Gilt Index Trust Institutional Class I Accumulation Tim Beaven

Index Tracking Investment Funds

Income Institutional All Stocks Gilt Index Trust Institutional Class I Income Tim Beaven

Index Tracking Investment Funds

Accumulation Institutional All Stocks Index Linked Gilt Index Trust Institutional Class I Accumulation Helen Stuart

Index Tracking Investment Funds

Income Institutional All Stocks Index Linked Gilt Index Trust Institutional Class I Income Helen Stuart

Index Tracking Investment Funds

Accumulation Institutional Ethical Trust Institutional Class I Accumulation Jason Forster

Index Tracking Investment Funds

Income Institutional Ethical Trust Institutional Class I Income Jason Forster

Index Tracking Investment Funds

Accumulation Retail Ethical Trust Retail Class R Accumulation Jason Forster

Index Tracking Investment Funds

Income Retail Ethical Trust Retail Class R Income Jason Forster

Index Tracking Investment Funds

Accumulation Institutional European Index Trust Institutional Class I Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Institutional European Index Trust Institutional Class I Income Shadi Sarhangpour

Index Tracking Investment Funds

Accumulation Retail European Index Trust Retail Class R Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Retail European Index Trust Retail Class R Income Shadi Sarhangpour

Index Tracking Investment Funds

Accumulation Institutional Global 100 Index Trust Institutional Class I Accumulation Jason Forster

Index Tracking Investment Funds

Income Institutional Global 100 Index Trust Institutional Class I Income Jason Forster

Index Tracking Investment Funds

Accumulation Retail Global 100 Index Trust Retail Class R Accumulation Jason Forster

Index Tracking Investment Funds

Income Retail Global 100 Index Trust Retail Class R Income Jason Forster

Index Tracking Investment Funds

Accumulation Institutional Global Health & Pharmaceutical Index Trust Institutional Class I Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Institutional Global Health & Pharmaceutical Index Trust Institutional Class I Income Shadi Sarhangpour

Index Tracking Investment Funds

Accumulation Retail Global Health & Pharmaceutical Index Trust Retail Class R Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Retail Global Health & Pharmaceutical Index Trust Retail Class R Income Shadi Sarhangpour

Index Tracking Investment Funds

Accumulation Institutional Global Technology Index Trust Institutional Class I Accumulation Jason Forster

Index Tracking Investment Funds

Accumulation Retail Global Technology Index Trust Retail Class R Accumulation Jason Forster

Index Tracking Investment Funds

Accumulation Institutional International Index Trust Institutional Class I Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Institutional International Index Trust Institutional Class I Income Shadi Sarhangpour

Index Tracking Investment Funds

Accumulation Retail International Index Trust Retail Class R Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Retail International Index Trust Retail Class R Income Shadi Sarhangpour

Index Tracking Investment Funds

Accumulation Institutional Japan Index Trust Institutional Class I Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Institutional Japan Index Trust Institutional Class I Income Shadi Sarhangpour

Index Tracking Investment Funds

Accumulation Retail Japan Index Trust Retail Class R Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Retail Japan Index Trust Retail Class R Income Shadi Sarhangpour

Index Tracking Investment Funds

Accumulation Institutional Pacific Index Trust Institutional Class I Accumulation Jason Forster

Index Tracking Investment Funds

Income Institutional Pacific Index Trust Institutional Class I Income Jason Forster

Index Tracking Investment Funds

Accumulation Retail Pacific Index Trust Retail Class R Accumulation Jason Forster

Index Tracking Investment Funds

Income Retail Pacific Index Trust Retail Class R Income Jason Forster

Index Tracking Investment Funds

Accumulation Institutional UK 100 Index Trust Institutional Class I Accumulation Jason Forster

Index Tracking Investment Funds

Income Institutional UK 100 Index Trust Institutional Class I Income Jason Forster

Index Tracking Investment Funds

Accumulation Retail UK 100 Index Trust Retail Class R Accumulation Jason Forster

Index Tracking Investment Funds

Income Retail UK 100 Index Trust Retail Class R Income Jason Forster

Index Tracking Investment Funds

Accumulation Institutional UK Index Trust Institutional Class I Accumulation Jason Forster

Index Tracking Investment Funds

Income Institutional UK Index Trust Institutional Class I Income Jason Forster

Index Tracking Investment Funds

Accumulation Retail UK Index Trust Retail Class R Accumulation Jason Forster

Index Tracking Investment Funds

Income Retail UK Index Trust Retail Class R Income Jason Forster

Index Tracking Investment Funds

Accumulation Institutional US Index Trust Institutional Class I Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Institutional US Index Trust Institutional Class I Income Shadi Sarhangpour

Index Tracking Investment Funds

Accumulation Retail US Index Trust Retail Class R Accumulation Shadi Sarhangpour

Index Tracking Investment Funds

Income Retail US Index Trust Retail Class R Income Shadi Sarhangpour

Multi-Manager Investment Funds

Accumulation Retail Multi Manager Balanced Trust Retail Class R Accumulation Tim Gardner
Alan Thein

Multi-Manager Investment Funds

Income Retail Multi Manager Balanced Trust Retail Class R Income Tim Gardner
Alan Thein

Multi-Manager Investment Funds

Accumulation Retail Multi Manager Growth Trust Retail Class R Accumulation Alan Thein
Tim Gardner

Multi-Manager Investment Funds

Income Retail Multi Manager Growth Trust Retail Class R Income Alan Thein
Tim Gardner

Multi-Manager Investment Funds

Accumulation Retail Multi Manager Income Trust Retail Class R Accumulation Alan Thein
Tim Gardner

Multi-Manager Investment Funds

Income Retail Multi Manager Income Trust Retail Class R Income Alan Thein
Tim Gardner

Property Investment Funds

Accumulation Institutional UK Property Trust Institutional Class I Accumulation Michael Barrie

Property Investment Funds

Income Institutional UK Property Trust Institutional Class I Income Michael Barrie

Property Investment Funds

Accumulation Retail UK Property Trust Retail Class R Accumulation Michael Barrie

Property Investment Funds

Income Retail UK Property Trust Retail Class R Income Michael Barrie
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
 

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