Value Assessment and methodology
In today’s world, we believe value for money is as important as ever. And that extends to your investments.
These reports outline the steps we’re taking to try and provide you with value for money as an investor in our funds and how we’re meeting the high standards you’ve come to expect from us.
The Value Assessment methodology overview explains how we’ve assessed our range of funds against certain key measures to determine the value they deliver to you – whether that’s through funds’ investment performance, the costs we save on account of us being a larger company, and how our charges compare with those of our competitors.
The Value Assessment report provides a full breakdown of our assessment across all the different unit classes of each fund, and what this means for you.
These reports have been produced by the board of Legal & General (Unit Trust Managers) Limited, who are responsible for the oversight of your investments.
Latest reports
You can read our latest Value Assessment report here and you can also view our Value Assessment methodology overview here.
You can also read last year’s Value Assessment report here. Previous years’ reports are available on request by either emailing investments@landg.com or calling 03700 500 955.
