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Index-tracking unit trusts

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Index-tracking unit trusts - The basics


  • Index-tracking unit trusts (sometimes called tracker unit trusts) aim to produce a return in line with a market or sector, for example, Europe or technology.
  • The fund's investments accurately reflect those of the selected Index.
  • Tracker unit trusts require less management than other investment unit trusts, allowing us to offer you low charges, meaning more of your money remains invested.
  • You might be reassured to know that Legal & General is one of the biggest providers of index-tracking investments in the UK, managing £214 billion as at 31 December 2007.
  • There are nine index-tracking unit trusts to invest in and you can apply for a unit 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, for example 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.
  • If you choose an index-tracking trust which invests overseas, changes in exchange rates between currencies may cause the value of your investment and the level of income to rise or fall.
  • Refer to risk factors for the other risks associated with this product.

 

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