View more on these topics

Legal & General Unit Trust Managers – UK Equity Income Fund

Legal & General Unit Trust Managers – UK Equity Income Fund

Type: Unit trust

Aim: Income and growth by investing in UK equities, with ability to enhance income through derivatives

Minimum investment: Lump sum £500, monthly £50

Investment split: 16.8% oil & gas, 15.3% financials, 12.3% industrials, 10.3% telecommunications, 10.2% consumer services, 9.6% basic materials, 8.7% consumer goods, 8.3% healthcare, 7.5% utilities, 1.25% cash and equivalents

Isa link: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 0845 070 8684

Recommended

1

Mansion house debate

Our panel consider the effects of higher rates of stamp duty and taxation on properties in the £1m-plus bracket

8

Short term trading has no place in modern portfolio theory

The miserably low returns achieved by equity investors over the decades to the end of 2009 and 2010 have led to a major shift in the methods of many professional investors and advisers. But they are not owning up to the importance of this and its implications for the investors they advise and manage money […]

First State plans bond fund range

First State Investments, an asset manager best known in UK for emerging market equity and specialist funds, is planning a fixed income offering for UK investors later this year. According to Gary Withers, the regional managing director for Europe, the Middle East and Africa at First State, the group is a leading player in Australian […]

Luke Kerr returns to Omam

Luke Kerr has resumed his management of the £179m Old Mutual UK dynamic equity fund after a year’s break to focus on his health. Kerr reduced his work commitments in March last year, handing the Dublin-domiciled UK dynamic equity fund to Ashton Bradbury, the head of equities at Old Mutual Asset Managers, to run on […]

Guarantees in the retirement income market

Lorna Blyth, Royal London  Do guarantees benefit customers and, if so, when? To answer this conundrum we commissioned Millimans, a global actuarial consulting firm, to conduct an independent review of the UK retirement income market and whether guarantees really do offer customers better value for money. The brief The study was one of the most comprehensive undertaken […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com