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Actively managed funds.
Actively managed funds feature shares issued by companies listed on a stock exchange and selected by a fund manager for growth and/or income potential.
Why invest in actively managed funds?
- Invest in varied economic sectors including telecommunications, media, healthcare, financial services, energy and utilities.
- Invest £11,280 tax efficiently in an ISA or an unlimited amount in a unit trust.
- Minimum investment £500 as a lump sum, or £50 a month.
- No initial charge or withdrawal fee.
- You can top-up your investment at any time.
- Potential for long-term growth.
Invests in the Far East in Asian (excluding Japan) and Australasian companies and gives you the potential for a regular income and some growth.
Invests in UK shares in a range of sectors, giving you the potential for long-term growth.
Invests in companies across Europe (excluding UK) in all economic sectors and aims for long-term growth.
Invests in global stock markets in all economic sectors.
Invests in a concentrated portfolio of UK equities that are selected for long-term potential growth.
Invests in companies across North America, Mexico and Canada, from all economic sectors.
Invests in companies from Asian (excluding Japan) and Australasian markets and aims for long-term growth.
Aims to provide long-term growth by investing in companies that are currently undervalued and offer recovery prospects.
Aims to provide long-term growth by investing in a concentrated portfolio of around 35 to 50 companies listed in the UK.
Aims to provide an income in excess of the FTSE All-Share Index yield with potential for long-term growth.
Invests in a range of commercial properties in the UK and gives you the potential for long-term capital growth.
Invests in smaller companies in the UK, selected from all economic sectors, and aims for long-term growth.
Designed to give you worldwide exposure and access to a range of
Legal & General funds in a single investment, while offering you long-term growth potential.
Risks factors
- Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed.
- You may get back less than you invest.
- Although there is no fixed term you should consider ISA and unit trust investments to be medium to long term, ideally five years or more.
- The tax efficiency of ISAs is based on current rules. The current tax situation may not be maintained. The benefit of the tax treatment depends on individual circumstances.
- The fund may invest overseas. Changes in exchange rates between currencies may cause the value of your investment and the level of any income to rise or fall.
- Each trust has its own individual risks detailed in the individual 'Key Investor Information' documents. More general information can be found in 'Additional Fund Information' and 'A Guide to Investing with Us'. Before you decide to invest you must read these documents.
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Before you invest you must read these
To invest in a Junior ISA
Please read our Junior ISA page to find out more. To invest:
Download our Application Form
Before you invest, you must read these:
Key Investor Information documents
A Guide to Investing in a Junior ISA with Us (PDF)
Additional Fund Information for the Junior ISA (PDF)
Junior ISA Terms and Conditions (PDF)
It's a good idea to print these documents for your records.
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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.
