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Actively managed unit trusts

  • Apply now for an Actively managed unit trusts
 
 

Your options


You may want to consider investing directly into a unit trust if you have already used up your ISA allowance for this tax year. Although unit trusts do not offer the same tax advantages as ISAs, there are no investment limits although you can only invest up to £50,000 online.

Legal & General offers a wide range of actively managed unit trusts to choose from:

  • You could choose to diversify your portfolio by investing in commercial property through our UK Property Trust.
  • You could select a fund related to a geographic region such as Europe, North America or Japan, keep your investment in the UK, or choose a fund with a more global spread.
  • You can choose to invest in more than one fund. When making a unit trust application, you can divide your contributions between any number of funds, provided you meet the minimum investment level required. There is no maximum level of investment.
  • You can invest a minimum lump sum of £500 or a regular minimum contribution of £50 per month.
  • The actively managed unit trusts table clearly lists the management charges for these unit trusts.
  • See how each of our actively managed unit trusts has performed for the last five years using the fund performance table.
  • Apply now for an Actively managed unit trust
 
 
 
 

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Fund information

 



 
 
Shaw Trust Accessible

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