Legal & General Investment Management is one of Europe`s largest asset managers and a leading global investor with total assets under management of £1.28 trillion (€1.43 trillion; CHF 1.55 trillion; US$1.75 trillion; JPY 181 trillion)*. We work with a wide range of global clients, including pension funds, sovereign wealth funds, fund distributors and retail investors. Over the past 50 years, we have built our business by understanding what matters most to our clients and transforming that knowledge into valuable and accessible investment products and solutions. We offer investment expertise across all asset classes, including fixed income, equities, commercial real estate and cash. Our capabilities range from index tracking and active strategies to liquidity management and liability-based risk management solutions. Past performance is no guarantee of future performance. The value of an investment and any income derived from it are not guaranteed and can fluctuate down or up, you cannot recover the amount you originally invested. Past performance is no guarantee of future results. You should consult with an independent investment advisor before making an investment to determine if it is right for you. Keep in mind that past performance is not an indicator of future returns. If no data are presented, no figures are available. This information is provided to help you choose your own investments, keep in mind that they can both go down and up in value, so you can`t get back the original amount invested. The fund`s objective is to provide a combination of growth and income by tracking the performance of the Solactive L&G Enhanced ESG Developed Index, the benchmark.
The fund will invest at least 90% in the assets that make up the benchmark. The benchmark is composed of shares of companies that demonstrate good environmental, social and governance efforts and that are incorporated in developed countries or that have their headquarters or main business activities in developed countries. The core index excludes tobacco and weapons-related businesses. These exclusions concern arms and tobacco manufacturers and all undertakings which derive more than 10% of their turnover from retail trade or the supply of these products. The fund may exclude company shares from the benchmark in line with the manager`s climate impact commitment. The Fund is a replicative fund because it replicates the components of the benchmark as closely as possible by holding all or substantially all of the assets of the benchmark in proportions similar to their weighting in the benchmark. The Fund may also invest in shares of companies that may reasonably be expected to be part of the benchmark in the near future or that represent an alternative to a component of the benchmark and collective investment schemes, including those managed or operated by the AIFM`s manager or an associated enterprise, and money market instruments (such as treasury bills). Cash and deposits allowed. The fund may only use derivatives for the purpose of effective portfolio management.
A summary of managers` commitment to climate impact is available at: www.lgim.com/climate-impact-pledge Benchmark: Solactive L&G ESG Developed Index/Solactive L&G Enhanced ESG Developed Index – Chainlinked The two new funds – L&G Future World ESG Multi-Index 6 and L&G Future World ESG Multi-Index 7 – are more likely to focus on equities. which are expected to be an important driver of long-term portfolio returns. The funds also include allocations to defensive and alternative investments that offer potential diversification benefits. The Future World ESG Multi-Index series, managed by Legal & General (Unit Trust Managers) Ltd and launched in 2019, is designed to offer investors the opportunity to achieve significant ESG benefits through dynamically managed, cost-effective and risk-driven solutions. The fund manager actively manages asset allocation, primarily across all Future World ESG index funds as well as other actively managed Future World funds, to provide the appropriate risk-return profile for the fund. Legal & General: Continued positive momentum and robust balance sheet despite market volatility. 1LGIM internal data as of December 31, 2021.2As part of our climate impact commitment, we are analyzing 1,000 companies and are currently separated from 14 companies. For more information, see www.lgim.com/uk/en/responsible-investing/climate-impact-pledge/. In some cases, ongoing savings are provided by our loyalty bonus.
Loyalty rewards are tax-exempt in an ISA or SIPP. However, they can be taxed in a fund and stock account, which would reduce their value and increase the current net charge. If loyalty bonuses are taxable, the value of our current savings may be reduced for you, depending on the tax rate you pay. The following table gives an indication of how this may affect you. The index management team consists of 25 fund managers assisted by two analysts. Management supervision is the responsibility of the Global Head of Index Funds. The team has an average of 15 years of industry experience, including seven years at LGIM, and is focused on achieving the equally important goals of accurate tracking and maximizing returns. We believe that all loyalty bonuses are tax-free, and we question HMRC`s interpretation. However, as we rise to this challenge, we pay loyalty bonuses in the Vantage Fund & Share account minus an amount equal to base tax.
If we succeed in our challenge, we will give that money back to the customers. If we fail, we will use the money to pay all amounts owed to HMRC. Tax regulations are subject to change and benefits depend on individual circumstances. Keep in mind that loyalty rewards are tax-exempt for balances held in Vantage ISA or Vantage SIPP. 4 If you choose to receive earnings from a Vantage ISA or Vantage Fund & Share account, we collect all dividends for you and then deposit them directly into your bank account within the first 10 business days of the following month. Future World ESG multi-index funds are managed by LGIM`s multi-asset investment specialists and supported by a team of over 30 investment professionals. This unit has been added to your cart to view your cart, click here L&G Future World ESG Multi-Index 6 & 7 funds aim for capital growth with ESG as a central part of their investment strategy Legal & General Investment Management (LGIM) has added two new funds to the Future World ESG range of multi-index funds. is aimed at investors who wish to express a belief in ESG issues combined with a higher risk profile and greater diversification of asset classes. We are not commenting on this fund at this time.
In this July Fund update, Dominic Rowles, Senior ESG Analyst, shares our analysis on the managers, processes, culture, ESG integration, costs and performance of the Legal & General Future World ESG Developed Index. Legal & General Partners with Tumelo to Offer New Wish Expression Service to Trustees The Future World ESG multi-index series joins LGIM`s multi-index and multi-index income offerings. Assets under management (AUM)1 across multi-index funds stand at £7.6 billion, with the recently launched Future World ESG series of multi-index funds currently contributing around £200 million of this total. The Future World ESG Multi-Index range aims to meet investors` sustainability objectives, based on the fund`s risk profile, by: This data is provided by Broadridge. HL accepts no responsibility for its accuracy and you should independently verify the data before making any investment decision. All returns are variable and not guaranteed. No performance information is currently available for this fund. In the case of income units, all income is paid in cash. This can be withdrawn, reinvested or simply held in your account. In the case of accumulation units, any income will remain in the Fund; The number of shares remains the same, but the price of each unit increases by the amount of income generated within the fund. In general, accumulation units offer a slightly more efficient way to reinvest income, although many investors choose to hold income units and reinvest the income to purchase additional shares.