US Index Trust.

Cashback on your 2012 ISA Annual Management Charge

Invest at least £5,000 by 31 May and you'll get 50% cashback on your 2012 annual management charge. Terms and conditions apply.


Invest in the US stock market and closely track the performance of the FTSE World USA Index with our US Index Trust.

Why invest in the US Index Trust?

  • Gain exposure to a wide range of US stocks without the risk of individual stock selection.
  • The fund invests in a range of sectors including software, telecommunication, healthcare, financial services and manufacturing. 
  • Invest up to £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.
  • Long-term growth potential.

Charges

Annual Management
Charges
Extra Expenses*More info (PDF'S)
0.65%0.17%

* as at 31 December 2011

Fund Performance

 US Index 5yr performance

Source: Lipper. The graph above shows the annual performance of the fund over five years, as at 31 December 2011. They take into account the annual management charge and extra expenses, and assume net income is reinvested.

 Mar 07 to
Mar 08
Mar 08 to
Mar 09
Mar 09 to
Mar 10
Mar 10 to
Mar 11
Mar 11 to
Mar 12
*Percentage changes-8.0%-14.0%40.7%8.0%7.3%
**Value of £10,000£9,203£7,914£11,136£12,027£12,904

*Source: Lipper. The table above shows the annual performance of the fund over five years as at 31 March 2012. They take into account the annual management charge and extra expenses, and assume net income is reinvested.
**Source: Lipper. Assumes an investment of £10,000 on 31 March 2007. The value shows cumulative growth for each year over a five year period and includes the initial investment. The figures take into account the annual management charge and extra expenses and assume net income is reinvested.

Past performance is not a guide to future performance.

Where the fund invests

 US Index Trust Sector Chart  

Top ten holdings*
Exxon Mobile Corporation
Apple
Microsoft Corporation
International Business Machines (IBM)
Chevron Corporation
General Electric Company
Procter & Gamble Company
Johnson & Johnson
AT&T
Pfizer

 * as at 31 December 2011

Before you Apply

  • 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.
  • This fund invests overseas. Changes in exchange rates between currencies may cause the value of your investment and the level of any income to rise and fall.
  • Each trust has its own individual risks. More details about the fund specific risks can be found in the 'Key Investor Information' document. 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.

The FTSE World USA Index is calculated by FTSE International Limited ("FTSE"). FTSE does not sponsor, endorse or promote this product. All copyright in the index values and constituent list belongs to FTSE. Legal & General has obtained full licence from FTSE to use such copyright in the creation of this product. “FTSE™”, “FT-SE®” and “Footsie®” are trade marks of the London Stock Exchange Plc and The Financial Times Limited and are used by FTSE International Limited (“FTSE”) under licence.


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0% initial charge

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.

Fund manager - Shadi Sarhangpour

 Shadi Sarhangpour 






As a portfolio manager, Shadi heads up the team responsible for fund management of Japan, North America and Europe (excluding UK) regions. She joined our overseas index team in 1996 and became a fund manager in 2000.

Annual Report

Interim Report

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