Investing for children with our unit trusts
Indulge more than their imagination
Investing for children - UK 100 Index
We are one of the biggest providers of index-tracking investments in the UK, managing over £179 billion as at 30 June 2007.
With our UK 100 Index Trust, we want to offer you the potential to grow your investments by tracking the performance of the FTSE 100 Index.
To do that, we'll invest your money in a broad spread of mainly large, solid, UK-listed companies - so that we closely mirror the make-up of the FTSE 100 Index. By investing in the UK 100 Index Trust*, you'll find your money is invested in companies like:
HSBC Holdings
BP
Vodafone Group
GlaxoSmithKline
Royal Dutch Shell
Royal Bank of Scotland Group
Our track record
| Legal & General UK 100 Index Trust | |||||
|---|---|---|---|---|---|
| Jun 2002 Jun 2003 | Jun 2003 Jun 2004 | Jun 2004 Jun 2005 | Jun 2005 Jun 2006 | Jun 2006 Jun 2007 | |
| Percentage change | -10.29% | 11.96% | 15.49% | 15.26% | 13.07% |
Value of £1,000 invested for the year. Excluding initial charges and with net income reinvested |
£897.11 | £1,119.55 | £1,154.86 | £1,152.63 | £1,130.70 |
The data shown may have changed since being published. You can get up to date information on our website at: www.legalandgeneral.com/investments/fund-performance-table.html
Source: Morningstar Workstation: This table shows how the UK 100 Index Trust has performed over the past five financial years (each year running from 30 June). Remember, past performance is not a guide to future performance. Please remember that both capital and income values may fall as well as rise and are not guaranteed. You may not get back the money you invested.
Because the UK 100 Index Trust is a tracker, we can charge lower fees than we would for actively managed trusts. There is no initial charge or withdrawal fee and the annual management charge is 0.75% of the fund value, plus extra expenses, which are currently 0.08%.
*Legal & General (Portfolio Management Services) Limited has been licensed by FTSE International Limited to use the name “FTSE 100 Index”.
Data Source – © 2008 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
