INVESTMENT OPTIONS. - Legal & General

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14 Individual AND GROUP pensionS – Investment options Allianz Global Investors UK Allianz Global Investors, a division of Allianz SE, is a network of investment specialists in the major institutional and retail markets around the world. Through PIMCO, RCM, Oppenheimer Capital, NFJ, Nicholas-Applegate and several other specialist firms Allianz Global Investors offers its clients a broad variety of investment competencies, covering all equity and fixed income investment styles as well as balanced products and alternative investments. With globally €1,139 billion assets under management (as at 30 June 2010), Allianz Global Investors ranks amongst the top five investment management companies worldwide. Through its network of more than 4,600 employees around the globe, including circa 930 investment professionals, Allianz Global Investors is able to leverage local expertise and market knowledge to its clients all over the world. (Source: Allianz Global Investors UK) LEGAL & GENERAL ALLIANZ RCM DYNAMIC GROWTH FUND Fund aim: To achieve long-term capital growth through active asset allocation and seeks to manage the risks of capital loss resulting from excessive market volatility. The fund manager aims to achieve the objective by investing in any economic sector internationally and by holding cash and/or near cash when considered appropriate. The fund may invest in collective investment schemes as well as directly in equities, fixed income securities (issued by corporate, government and/or supranational institutions) and money market instruments. The fund manager intends to gain indirect exposure to emerging market indices and alternative asset class indices including, but not limited to, private equity, commodities, hedge funds and real estate by investing in collective investment schemes, including exchange traded funds. The fund may also invest in derivative instruments such as futures, options, options on swaps, swap agreements (including equity and/or index based total return swaps, interest rate swaps and/or credit default swaps) and currency forward contracts. The fund may use options in order to generate synthetic cash positions. In particularly adverse market conditions the fund may also hold cash deposits up to 80% of the portfolio. IMPORTANT NOTE: The risk profile of the fund will increase through investment in derivative instruments and you should seek further advice with regard to your own circumstances. EFAMC: 0.15% Fund specific risks: 12, 19, 21 Underlying fund type: OEIC LEGAL & GENERAL ALLIANZ RCM UK EQUITY FUND Fund aim: To achieve capital growth. The fund may invest in all economic sectors in the United Kingdom. The fund aims to achieve the objective by investing in a broadly based portfolio of UK companies. EFAMC: 0.15% Fund specific risks: 20 Underlying fund type: OEIC
Individual AND GROUP pensionS – Investment options 15 GLG Partners Investment Funds Limited Founded in 1995, GLG has established itself as one of the largest independent alternative asset managers in the world. GLG offers a diverse range of investment products encompassing equities, fixed interest and alternative investments. GLG’s investment products aim to achieve consistent superior returns whilst maintaining client focused product development and customer service within traditional and alternative asset management. Funds under management as at 30 September 2010 were $25.4 billion. (Source: GLG Partners Investment Funds Limited) LEGAL & GENERAL GLG BALANCED FUND Fund aim: To provide capital growth over the long term. In order to achieve the funds objective, the fund invests in authorised unit trust schemes and open-ended investment companies operated or managed by the Manager or any of its associated companies. EFAMC: 0.15% Fund specific risks: 12, 13, 14, 19, 21 Underlying fund type: OEIC LEGAL & GENERAL GLG ESPRIT CONTINENTAL EUROPE FUND Fund aim: To achieve above average capital growth through investing in the quoted securities of companies listed on European Stock Exchanges. To achieve the objective the fund is predominantly invested in securities of companies operating in Continental Europe. The fund invests in those securities which are believed to present special opportunities for capital growth. The fund may also invest in other investments to the extent permitted by the FSA Rules as applicable from time to time. EFAMC: 0.15% Fund specific risks: 12, 13, 19, Underlying fund type: OEIC LEGAL & GENERAL GLG GLOBAL EQUITY FUND Fund aim: The fund invests in a portfolio of GLG’s institutional funds, to produce exposure to UK and overseas equity markets. The portfolio’s asset allocation is formally reviewed on a monthly basis by GLG’s Asset Allocation Group which meets to consider key economic, financial and stockmarket data. EFAMC: 0.15% Fund specific risks: 12, 13, 14, 19, 21 Underlying fund type: OEIC LEGAL & GENERAL GLG UK GROWTH FUND Fund aim: To achieve capital growth through investing in the quoted securities of companies operating in the United Kingdom. To achieve the objective, the fund is predominantly invested in the securities of companies listed on the London Stock Exchange, being constituents of the FTSE 350 Index. The majority of the securities held will be in companies which are constituents of the FTSE 100 Index, but a representation in the mid-cap area may also be maintained. EFAMC: 0.15% Fund specific risks: 13 Underlying fund type: OEIC
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