UK Alpha Trust
Targeting outstanding investment opportunities
When it comes to seeking out what we believe will be the best opportunities to grow your money, Legal & General UK Alpha Trust fund managers are ideally positioned.
They are free to invest right across the market in pursuit of growth. From the blue chip companies of the FTSE 100 Index to potentially dynamic performers from the Alternative Investment Market (AIM), they look for companies that we believe will grow your investment.
And because we are one of the largest investors in the UK stock market, boardroom doors open to our fund managers, giving us outstanding insights into companies’ performance.
Every stock in the UK Alpha Trust is then hand picked by our entrepreneurial investment team led by Richard Penny, one of our senior fund managers.
That’s just one reason why the UK Alpha Trust has outperformed the FTSE All Share since launch in May 2005. However, past performance is not a guide to future performance.
The trust is available either as a unit trust or an ISA. You should always think of unit trusts and ISAs as investments of at least five years.
Please remember that investments of this type may fall or rise in value and you may not get back the money you invest.
Performance data source: Legal & General and Datastream, 27 May 2005 to 01 April 2008.

View our fund manager's video
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Richard Penny - Senior fund manager, giving an insight on the UK Alpha Trust
UK Alpha Trust
- Stocks hand-picked to outperform the market
- Outperformed the FTSE All Share since launch
- Capitalise on Legal & General’s position as one of the market’s largest investors
- Invest from a minimum lump sum of just £500 or from £50 a month

