UK Alpha Trust
Charges
- There are no exit fees for Legal & General's UK Alpha Trust.
- If you apply for an actively managed ISA direct from Legal & General, we will discount our initial charge from 5% to 3%.
This trust offers more than one class of unit. The details below relate to the unit class ‘R’ which is the class available online.
| Product | Online initial charge | Annual management charge | Current extra expenses |
|---|---|---|---|
| UK Alpha (pdf 26KB) | 3.00% | 1.5% | 0.1% |
* These include auditors, trustees, custodian and regulator fees.
