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Actively managed funds.
Actively managed funds are a good way to invest in a particular sector or region. Investments are chosen by professional fund managers who constantly monitor companies, economic conditions and markets to meet the fund’s objectives. Why invest with us?
- Legal & General invests in around 4% of the total value of companies listed in the FTSE All-Share Index on behalf of our customers (June 2011). This means we can get significant access to boardrooms across the country.
- No initial charge or withdrawal fees.
- You can invest tax-efficiently in our actively managed funds through a stocks and shares ISA.
The value of your investment and any income from it may fall as well as rise and you might not get back your original investment. Recommended investment period: medium to long term, ideally five years or more. Minimum investment: £500 lump sum or £50 monthly
| Fund name and Factsheet | Annual Management Charge | Current Extra Expenses | Apply |
|---|---|---|---|
| Equity Fund factsheet | 1.00% | 0.15% | |
| Growth Fund factsheet | 1.50% | 0.17% | |
| UK Active Opportunities Fund factsheet | 1.50% | 0.17% | |
| UK Alpha Fund factsheet | 1.50% | 0.15% | |
| UK Equity Income Fund factsheet | 1.50% | 0.18% (estimated at launch) | |
| UK Smaller Companies Fund factsheet | 1.50% | 0.19% | |
| European Fund factsheet | 1.50% | 0.19% | |
| North American Fund factsheet | 1.50% | 0.18% | |
| Asian Income Fund factsheet | 1.50% | 0.21% | |
| Pacific Growth Fund factsheet | 1.50% | 0.23% | |
| Global Growth Fund factsheet | 1.50% | 0.21% | |
| Worldwide Fund factsheet | 1.50% | 0.15% | |
| UK Property Fund factsheet | 1.25% | 0.46% |
- The details above relate to the unit class 'R' - the class available online.
Additional Information
Our actively managed funds also offer you:
- Expert fund managers with access to several hundred UK companies and specialised skills for evaluating their management strength and growth prospects.
- The ability to vary your portfolio by investing in a broad range of funds
- A range of funds to invest up to £50,000 online, today
- Unlimited investment in a unit trust, but you won’t get the tax advantages of an ISA
- The option to manage your investments online, any time
- The option to transfer your existing cash or stocks and shares ISA to us.
Risk factors
For ISAs and unit trusts
All investments carry an element of risk. Please bear in mind:
- The value of your investment and any income from it may fall as well as rise and you might not get back your original investment.
- If you choose an investment fund which invests overseas, changes in exchange rates between currencies may cause the value of your investment and the level of income to fall as well as rise’.
- More details can be found in the Key Information for ISAs and Unit Trusts including Simplified Prospectus document. Before you decide to invest, you must read this document.
For ISAs only
- The tax efficiency of ISAs is based on current rules. The current tax situation may not be maintained and the benefit of the tax treatment depends on individual circumstances.
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Fund performance table
You can find out how our actively managed funds have performed over the last five years.
ISA top-up
If you haven’t made use of your full ISA allowance for this tax year, you can top up with a lump sum or increase your direct debit online, by phone or by post.
In a hurry?
We can post information on ISAs and unit trusts to you.
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