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Mixed Investment funds.
These are fund-of-funds investments that aim to deliver the 'best of the best' by investing in a diverse range of funds - in one simple investment.
Why invest in our mixed investment funds?
- Access different types of assets, industry sectors and markets - all in one investment.
- Your investment has exposure to funds managed by well-known and respected companies, as well as in Legal & General's own funds.
- Invest up to £11,520 in an Adult ISA or £3,720 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 may apply.
- Our multi manager funds pay a performance fee when our fund managers outperform an independent benchmark.
Fund of funds
Multi Manager Balanced Trust
Offers you the opportunity to invest in a fund of funds, giving you the potential for steady long-term capital growth or some income or both.
Multi Manager Growth Trust
Offers the opportunity to invest in a fund of funds, giving you the potential to achieve long-term capital growth.
Multi Manager Income Trust
Offers you the opportunity to invest in a fund of funds, giving you the potential for a regular income and some growth.
Worldwide Trust
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
- Please remember the value of an investment and any income from it may fall as well as rise and is not guaranteed. You/your child may get back less than you invest.
- Although there is no fixed term, you should consider Adult ISA or unit trust investment to be medium to long term, ideally of five years or more.
- The money invested in a stocks and shares Junior ISA is locked away until the child becomes 18 and then rolls up into an Adult ISA.
- 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.
- These funds invest overseas. Changes in exchange rates between currencies may cause the value of an investment and the level of any income to rise and 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 document (PDF:655KB) ' and ' A guide to investing with us (PDF:812KB) '. Before you decide to invest you must read these documents.
- Our Junior ISA has its own ' Junior ISA Terms and conditions PDF: 270KB ', ' Additional fund information for the Junior ISA PDF: 695KB ' and ' A guide to investing in a Junior ISA with us PDF: 1.82MB '. Further information on how to invest can be found on our Junior ISA webpage.
Invest online today
0% initial charge on all our funds.
Before you invest you must read these
Junior ISA
Find out how to invest in a Junior ISA with Legal & General.
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Regular saving
Why wait until you have a lump sum? Investing regularly into an ISA or unit trust means you can put your money to work straight away.
ISA top-up
Haven’t made use of your full ISA allowance for this tax year? Top-up with a lump sum or increase your direct debit.
