Why invest in our  multi asset funds?

  • Access different types of assets, industry sectors and markets in one investment.
  • Invest up to £15,240 in an Adult ISA or £4,080 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.
    Our multi manager funds pay a performance fee when our fund managers outperform an independent benchmark.

Multi Asset Funds

Distribution Trust.

INCOME OPTION:

To provide both income and long-term growth by investing in a diversified portfolio of bonds, shares and other assets. These may be selected from all economic areas.

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Mixed Investment 0-20% Fund.

GROWTH OPTION:

To provide long-term growth of capital and income by investing in a broad range of UK and overseas companies’ shares, bonds, cash and other assets. The fund will have a bias towards bonds with up to 20% of the fund having exposure to shares.

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Mixed Investment 0-35% Fund.

GROWTH OPTION:

To provide long-term growth which aims to exceed the Bank of England base rate by investing in a portfolio of companies in the UK and overseas, bonds and other assets. Up to 35% of the fund will be invested in shares.

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Mixed Investment 20-60% Fund.

GROWTH OPTION:

To provide income and long-term capital growth potential by investing in a portfolio of company shares, in the UK and overseas, and in a range of bonds and other assets. Between 20-60% of the fund will be invested in shares.

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Mixed Investment 40-85% Fund.

GROWTH OPTION:

To provide income and long-term capital growth potential by investing in a portfolio of company shares, in the UK and overseas, and in a range of bonds and other assets. Invests between 40-85% of the fund’s assets in shares with the remaining proportion invested predominantly in bonds.

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Mixed Investment Income 0-35% Fund.

INCOME OPTION:

The fund aims to deliver both an income and capital growth. The fund invests in a broad range of UK and overseas companies’ shares, bonds and other securities including those giving indirect exposure to commodities and property. The fund will have a bias towards bonds with up to 35% of the fund having exposure to shares.

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Mixed Investment Income 20-60% Fund.

INCOME OPTION:

The fund aims to deliver both an income and capital growth. The fund manager will aim to identify a combination of investments expected to produce high income (relative to that generally available from the investments permitted) together with the potential for capital growth. Between 20-60% of the fund will be invested in shares.
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Multi Manager Balanced Trust.

GROWTH OPTION:

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.

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Multi Manager Growth Trust.

GROWTH OPTION:

Offers the opportunity to invest in a fund of funds, giving you the potential to achieve long-term capital growth.

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Multi Manager Income Trust.

INCOME OPTION:

Offers you the opportunity to invest in a fund of funds, giving you the potential for a regular income and some growth.

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Worldwide Trust.

GROWTH OPTION:

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.

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Distribution Trust.

INCOME OPTION:

To provide both income and long-term growth by investing in a diversified portfolio of bonds, shares and other assets. These may be selected from all economic areas.

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Mixed Investment 0-20% Fund.

GROWTH OPTION:

To provide long-term growth of capital and income by investing in a broad range of UK and overseas companies’ shares, bonds, cash and other assets. The fund will have a bias towards bonds with up to 20% of the fund having exposure to shares.

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Mixed Investment 0-35% Fund.

GROWTH OPTION:

To provide long-term growth which aims to exceed the Bank of England base rate by investing in a portfolio of companies in the UK and overseas, bonds and other assets. Up to 35% of the fund will be invested in shares.

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Mixed Investment 20-60% Fund.

GROWTH OPTION:

To provide income and long-term capital growth potential by investing in a portfolio of company shares, in the UK and overseas, and in a range of bonds and other assets. Between 20-60% of the fund will be invested in shares.

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Mixed Investment 40-85% Fund.

GROWTH OPTION:

To provide income and long-term capital growth potential by investing in a portfolio of company shares, in the UK and overseas, and in a range of bonds and other assets. Invests between 40-85% of the fund’s assets in shares with the remaining proportion invested predominantly in bonds.

view fund

Mixed Investment Income 0-35% Fund.

INCOME OPTION:

The fund aims to deliver both an income and capital growth. The fund invests in a broad range of UK and overseas companies’ shares, bonds and other securities including those giving indirect exposure to commodities and property. The fund will have a bias towards bonds with up to 35% of the fund having exposure to shares.

view fund

Mixed Investment Income 20-60% Fund.

INCOME OPTION:

The fund aims to deliver both an income and capital growth. The fund manager will aim to identify a combination of investments expected to produce high income (relative to that generally available from the investments permitted) together with the potential for capital growth. Between 20-60% of the fund will be invested in shares.
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Multi Manager Balanced Trust.

GROWTH OPTION:

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.

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Multi Manager Growth Trust.

GROWTH OPTION:

Offers the opportunity to invest in a fund of funds, giving you the potential to achieve long-term capital growth.

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Multi Manager Income Trust.

INCOME OPTION:

Offers you the opportunity to invest in a fund of funds, giving you the potential for a regular income and some growth.

view fund

Worldwide Trust.

GROWTH OPTION:

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.

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