Actively Managed funds.

With our actively managed funds, a fund manager buys and sells investments aiming to outperform the market or a particular benchmark.

Why invest in actively managed funds?

  • Gain exposure to a range of sectors or regions selected by the fund manager.
  • Invest up to £15,000 in an Adult ISA or £4,000 in a Junior ISA tax efficiently.
  • Invest an unlimited amount in a unit trust.
  • Minimum investment: £500 as a lump sum.
  • Regular investments: from £30 a month for a Junior ISA or from £50 a month for unit trusts and an Adult ISA.
  • Initial fee discounted to 0% and no withdrawal fee. Other charges apply.
  • You can top-up your investment at any time.
  • Potential for long-term growth.

Equity

Invest in a range of funds that feature shares issued by companies listed on a stock exchange selected by a fund manager for growth potential.

Income

Invest in funds lending money to a government or company, in return for an agreed level of interest over a set period. They're also known as corporate bonds, fixed interest securities or income investment funds.

Other

Invest in Commercial Property and Cash.

Risks

  • Please remember the value of an 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 an ISA or unit trust investment 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 an investment and the level of any income to rise or fall.
  • Each trust has its own risks detailed in the individual 'Key Investor Information' documents. More general information can be found in ' Additional fund information document (PDF:655KB) ' and ' A guide to investing with us (PDF:812KB) '. Before you decide to invest you must read these documents.

Invest online today

0% initial charge on all our funds.

Junior ISA

Find out how to invest in a Junior ISA with Legal & General.

Find out more.

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