INVESTMENT OPTIONS. - Legal & General

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20 Individual AND GROUP pensionS – Investment options Investec Fund Managers Limited Established in 1991, Investec has been built from start-up into an international business managing in excess of US £50 billion (as at 30 September 2010) on behalf of third party clients. They have grown from domestic roots in the UK and Southern Africa to a position where they proudly serve a growing international client base from the Americas, Europe, Asia, the Middle East, Australia and Africa. They employ 100 investment professionals. (Source: Investec Fund Managers Limited) LEGAL & GENERAL INVESTEC AMERICAN FUND Fund aim: To achieve long-term capital growth primarily through investment in a portfolio of equities issued by USA companies and in derivatives the underlying assets of which are equities issued by USA companies. EFAMC: 0.85% Fund specific risks: 12, 13 Underlying fund type: OEIC LEGAL & GENERAL INVESTEC CAUTIOUS MANAGED FUND Fund aim: To provide a combination of income and long-term capital growth, primarily through application of a contrarian approach to investment in UK equities. The fund may invest in collective investment schemes, transferable securities and cash. The fund manager may also use derivatives and forward currency contracts for efficient portfolio management. EFAMC: 0.75% Fund specific risks: 13, 14 Underlying fund type: OEIC LEGAL & GENERAL INVESTEC GLOBAL ENERGY FUND Fund aim: To achieve long-term capital growth primarily through investment in equities issued by companies around the globe involved in the exploration, production or distribution of oil, gas and other energy sources or companies which service the energy industry and in derivatives, the underlying assets of which are equities issued by companies around the globe involved in exploration, production or distribution of oil, gas and other energy sources or companies which service the energy industry. EFAMC: 0.85% Fund specific risks: 12, 13, 22 Underlying fund type: OEIC LEGAL & GENERAL INVESTEC GLOBAL FREE ENTERPRISE FUND Fund aim: To achieve long-term capital growth primarily through investment in equities issued by companies around the globe that are expected to benefit from the process of privatisation, deregulation or demutualisation or otherwise believed to offer above average opportunities for capital gains and in derivatives, the underlying assets of which are equities issued by companies around the globe that are expected to benefit from the process of privatisation, deregulation or demutualisation or otherwise believed to offer above average opportunities for capital gains. EFAMC: 0.95% Fund specific risks: 12, 13, 21 Underlying fund type: OEIC LEGAL & GENERAL INVESTEC UK BLUE CHIP FUND Fund aim: To achieve long-term capital growth primarily through investment in the equities issued by the constituents of the FTSE 350 Index and in derivatives the underlying assets of which are equities issued by the constituents of the FTSE 350 Index. EFAMC: 0.95% Fund specific risks: 13 Underlying fund type: OEIC
Individual AND GROUP pensionS – Investment options 21 Newton (BNY Mellon Fund Managers Limited) BNY Mellon Asset Management is the global asset management arm of BNY Mellon, one of the world’s major financial services groups. With £754 billion* in assets under management, their multi-boutique model encompasses the skills of a number of world class specialist investment managers in their UK fund range, including Newton Investment Management (Newton). BNY Mellon Fund Managers Limited (BNY MFM) is the Authorised Corporate Director. The investment adviser of the Newton sub-funds is Newton. * As at 31 December 2010 (Source: The Bank of New York Mellon Corporation) LEGAL & GENERAL NEWTON INTERNATIONAL BOND FUND Fund aim: To maximise the total return from income and capital growth in the world bond markets through investment predominantly in government and other public securities. The fund may also invest in deposits, derivative instruments, forward transactions and collective investment schemes. EFAMC: 0.40% Fund specific risks: 12, 14, 17 Underlying fund type: OEIC LEGAL & GENERAL NEWTON MANAGED FUND Fund aim: To achieve capital growth and income from a portfolio of UK, EC and international securities. The fund may also invest in collective investment schemes. EFAMC: 0.40% Fund specific risks: 12, 13, 19, 21 Underlying fund type: OEIC Schroders Schroders manage £181.5 billion under management on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income and alternatives. Schroders has developed under stable ownership for over 200 years and long-term thinking governs their approach to investing, building client relationships and growing their business. (Source: Schroders, all data as at 30 September 2010) LEGAL & GENERAL SCHRODER TOKYO FUND Fund aim: To achieve capital growth by investing in Japanese equities. The fund manager focuses on companies with a proven track record and solid profits growth prospects which are not fully reflected in the current share price relative to other companies. EFAMC: 0.90% Fund specific risks: 12, 13, 19 Underlying fund type: OEIC LEGAL & GENERAL SCHRODER UK ALPHA PLUS FUND Fund aim: To provide capital growth through investment in UK companies. The fund will invest in a focused portfolio of between 20 and 40 stocks with an objective of achieving an absolute return. EFAMC: 0.95% Fund specific risks: 13, 20 Underlying fund type: Unit Trust
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INVESTMENT OPTIONS. - Legal & General

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