MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of this fund is to provide growth by tracking the performance of the FTSE 350 Index, and to generate a level of income into the fund (before tax and charges) equal to that of the Index.Investment policy:The fund will invest almost entirely in company shares. The fund's investments will closely match those that make up the Index. The Index consists of shares of the 350 largest companies listed on the UK stock market.The fund may use derivatives (contracts which have a value linked to the price of another asset) to: • reduce risk or cost; or generate additional capital or income with no, or an acceptably low, level of risk.

Fund Managers

Index Fund Management Team

The Index Fund Management team comprises 25 fund managers, supported by two analysts. Management oversight is provided by the Global Head of Index Funds. The team has average industry experience of 15 years, of which seven years has been at LGIM, and is focused on achieving the equally important objectives of close tracking and maximising returns.