Ethical Trust - The basics

• The Legal & General Ethical Trust gives you a share of an investment fund - the Ethical Trust - which invests in FTSE 350 companies that conform to a range of ethical and environmental guidelines. You can read these guidelines in full in the terms and conditions (PDF 92KB).
• We apply what we call a 'filtered index' to this fund. This means that the fund invests across the FTSE 350, filtering out companies which don't meet the ethical criteria, and in weighted amounts investing in those that do.
• The benefits of a filtered index are that you reduce your risk by investing in a broad range of companies. Plus the diverse sizes and types of business invested in mean good potential for growth.
• You can invest in the Legal & General Ethical Trust online today.
• Once you have invested with us you can manage your investments online, anytime.
• Unit trusts are designed as medium to long term investments of, ideally, at least five years.
• Both capital and income values may fall as well as rise and are not guaranteed. You may not get back the money you invested.
• Refer to risk factors for the other risks associated with this product.

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.

• If you want to invest in UK companies that do business according to certain ethical and environmental guidelines, Legal & General offers an ethical unit trust.
• You can invest a minimum lump sum of £500 or a regular minimum contribution of £50 per month.
• The ethical unit trust product table clearly lists the charges for this unit trust.
• See how our Ethical Trust has performed for the last five years using the fund performance table.
• The fund has its own aims and risk factors. These are detailed in the Key Information document (including Simplified Prospectus), which can be downloaded from the right-hand side menu. Before you decide to invest, you must read this document.

The charges

• Our Ethical Trust has no initial fee or exit fee.
• Charges are kept low, meaning more of your money remains invested.

This trust offers more than one class of units. The details below relate to the unit class 'R', which is the class available online.

* these expenses include auditors, trustees, custodian and regulator fees.

Risk factors

All investments carry an element of risk. Please bear in mind that:

• Unit trusts are designed as a medium to long term investments of, ideally, at least five years.
• Both capital and income values may fall as well as rise and are not guaranteed. You may not get back the money you invested.
• This fund has its own objectives and risk factors. These are detailed in the Key Information document (including Simplified Prospectus), which can be downloaded from the right-hand side menu. Before you decide to invest, you must read this document.