New fund name: L&G Life CT Responsible UK Income Fund
New Investment Objective: The Fund aims to achieve income with prospects for capital growth over the long term (at least 5 years). It looks to provide a distributable income yield higher than the FTSE All-Share Index over rolling 3-year periods.
New Objective:
The Fund aims to increase the value of your investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of US companies (those domiciled, incorporated or having significant business in the US and those which are listed in the US) and aims to hold a concentrated portfolio of 30-55 securities. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Objective:
The Fund aims to increase the value of your investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of US companies (those domiciled, incorporated or having significant business in the US and those which are listed in the US) and aims to hold a concentrated portfolio of 30-55 securities. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Investment Objective:
The Fund aims to achieve income with prospects for capital growth over the long term (at least 5 years). It looks to provide a distributable income yield higher than the FTSE All-Share Index over rolling 3-year periods.
New Investment Objective:
The Fund aims to achieve capital growth, with some income, over the long term (at least 5 years). The Fund also looks to outperform the FTSE All-Share Index over rolling 5-year periods, after the deduction of charges.
New Investment Objective:
To generate growth over the long term (5 years or more) by investing in Asia Pacific, excluding Japan equities (company shares). The Fund aims to achieve a return in excess of the MSCI AC Asia Pacific ex Japan Index over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target.
New Investment Objective:
To generate growth over the long term (5 years or more) by investing in emerging markets equities (company shares). The Fund aims to to achieve a return in excess of the MSCI Emerging Markets Index over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Investment Objective:
To generate growth over the long term (5 years or more) by investing in Asia Pacific, excluding Japan equities (company shares). The Fund aims to achieve a return in excess of the MSCI AC Asia Pacific ex Japan Index over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Investment Objective:
To generate growth over the long term (5 years or more) by investing in emerging markets equities (company shares). The Fund aims to to achieve a return in excess of the MSCI Emerging Markets Index over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target.
New Investment Objective:
To generate growth over the long term (5 years or more) by investing in European equities (company shares). The Fund aims to achieve a return in excess of the FTSE World Europe ex UK Index over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve
for the fund. There is however no certainty or promise that they will achieve the Performance Target. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
