Multi Asset Funds.

A multi asset range of funds that invest in other funds (a fund-of-funds) or in funds that are made up of company shares, bonds and cash (a mixed investment range).

Why invest in our multi asset funds?

  • Access different types of assets, industry sectors and markets in one investment.
  • 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.
  • Our multi manager funds pay a performance fee when our fund managers outperform an independent benchmark.

Multi Asset Funds

Distribution Trust

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

Mixed Investment Fund 0-35%

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 equities.

Mixed Investment Fund 20-60%

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 equities.

 

Mixed Investment Fund 40-85%

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.

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 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 of 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.
  • 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 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.

Your recently viewed items...

You need javascript enabled for us to remember your Recently Viewed Items.

You might also be interested in...

Trust in Trackers

We're one of the UK's largest providers of index-tracker investments.

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.

Free Healthy Living Service

Register today and let us help you take the next steps to a healthier lifestyle. Create your personal 12-week plan focused on helping to improve your health.