INVESTMENT OPTIONS. - Legal & General

Individual AND GROUP pensionS – Investment options
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The following funds are only available for the following pension plans:
Personal Pension 2000 plans
Self Invested Personal Pension 2000 plans
Stakeholder Pension plans
Trustee Investment Plans that started after November 1999
LEGAL & GENERAL GLOBAL EQUITY 70:30 INDEX FUND
Fund aim: The fund benefits from the returns of the UK and overseas equity markets by investing 70% in our UK
Equity Index Fund and 30% in our overseas equity index funds. The overseas equities within the fund are based
on the average investment mix of a large number of major pension funds using the three-monthly Combined
Actuarial Performance Survey (excluding property).
Fund specific risks: 12, 13 Spread: 0.91%
LEGAL & GENERAL GLOBAL EQUITY FIXED WEIGHTS 60:40 INDEX FUND
Fund aim: The fund benefits from the returns of the UK and overseas equity markets by investing 60% in our
UK Equity Index Fund and 40% in our overseas equity index funds. The overseas portion is split 14% North
America, 14% Europe (not including the UK), 6% Japan, and 6% Pacific Basin (not including Japan). The fund
aims to match these percentages but they could change.
Fund specific risks: 12, 13 Spread: 0.81%
The following funds are only available for the following pension plans:
Personal Pension 2000 plans that started on or after 6 April 2001
Self Invested Personal Pension 2000 plans that started on or after 6 April 2001
Stakeholder Pension plans
LEGAL & GENERAL GLOBAL EQUITY FIXED WEIGHTS 50:50 INDEX FUND
Fund aim: To capture the sterling total returns of the UK and overseas equity markets with fixed asset allocation
between the UK (50%) and overseas (50%). The overseas exposure is divided 17.5% in Europe (not including
UK), 17.5% in North America, 8.75% in Japan and 6.25% in Asia Pacific (not including Japan).
Fund specific risks: 12, 13 Spread: 0.76%
LEGAL & GENERAL OVER 15 YEAR GILTS INDEX FUND
Fund aim: To track the total return of the FTSE-A Government (Over 15 Year) Index to within +/- 0.25% each year
for two years in three.
Fund specific risks: 14, 20 Spread: 0.08%