For over 170 years people have trusted Legal & General to manage and invest their savings on their behalf. Legal & General offer a range of investments which are available for customers to apply for online from just £50 a month or a £500 lump sum, with a straightforward application process. Customers can depend on them to look after their investments and choose from an ISA or unit trust across a range of funds.


Legal & General Investments Review.

Why choose Legal & General Investments

  • Legal & General one of the UK’s largest investor in the stock market
  • Legal & General are responsible for investing over £282 billion worldwide (as at 31/12/2008) on behalf of investors, policyholders and institutions, making us one of the global asset managers.
  • Legal & General the second largest ISA provider in the UK (Source IMA June 08 for OEIC and unit trust managers)
  • Legal & General the leading index tracking manager, managing over £175.6 billion as at 31 March 2009.
  • Legal & General manage 19% of the unit trust market, making us the fourth largest trust manager in the UK (IMA 31/12/2007)
The funds available from Legal & General  include funds from across different world areas, different sectors and different types of investment funds. Below are details of some of the funds you can invest in with them.Index tracking funds – This is where the fund will aim to track the performance of a specified index by investing in all the companies within that index. These funds tend to have lower costs and can be a first step into investments for new customer. They can choose from a range of funds including
  • UK Index
  • UK 100 Index
  • Pacific Index Trust
  • European Index Trust
  • Japan Index Trust
  • Global 100 Index Trust
  • Global Technology Index Trust
  • Global Health and Pharmaceuticals Index Trust
Actively managed funds – These are funds that are actively managed by a fund manager. The fund manager will handpick the stocks that are within fund to try to maximise growth against a fund strategy. These funds are often more risky than index tracking funds and are for more experienced investors.The funds that Legal & General offer:
  • UK Alpha Trust
  • Growth Trust
  • UK Active Opportunities Trust
  • UK Smaller Companies Trust
  • European Trust
  • North American Trust
  • Japanese Trust
  • Asian Income Trust
  • Pacific Growth Trust
  • Global Growth Trust
  • Worldwide Trust
  • Equity Trust
  • UK Property Trust
Income Funds – These are a range of funds that invest in Fixed Interest Securities such as corporate bonds (loans to companies) and government securities (loans to the UK Government which are known as gilts). Their aim is to provide investors for a regular income.The funds that Legal & General offer:
  • Fixed Income Trust
  • High Income Trust
  • Managed Income Trust
  • Managed Monthly Income Trust



Legal & General Investments Review.