In response to the Asset Management Market Study, we have (i) updated our fund investment objectives and policies so they are clearer and more useful for investors and (ii) explained why and how our funds use particular benchmarks or, if they do not use a benchmark, how investors should assess the performance of a fund.
Updated KIIDs, prospectuses and fact sheets are available for the UK authorised funds. For further information on the Asset Management Market Study, please download our frequently asked questions.
The way we manage the funds, and the risk profiles associated with our funds, has not changed. Full details of the clarifications we’ve made to our funds, please download our UK fund updates.
A full copy of the latest Legal & General Investment Management Value Assessment report can be found on our value assessment page which outlines further information on each of the funds assessed, and any steps we are taking following the assessment.