Compare our 6 online investment funds

We work with Legal & General to bring you a range of online investment funds. 

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Understanding your attitude to risk

Everyone has their own attitude to risk and it's important to understand yours before making an investment in any of the products below.

The tool below illustrates the different levels of risk that need to be considered against potential returns.

Use the slider to find the mix of shares, bonds, property and cash you are comfortable with. Please read our fund descriptions before selecting the fund that you want to invest in from the table below.

For more information about risk Read the guide

Explore your attitude to risk versus reward

Low risk / low reward
High risk / high reward

Please note, moving the slider will affect content that follows.

How the money may be invested

When reviewing their options, customers would only be prepared to look at deposit savings accounts as the return (interest rate) is known.

Customers would feel uncomfortable investing in assets where their money will rise and fall in value or where there is a potential for them to lose any of their money.

They are aware that while cash investments are low risk, if the rate of interest is less than the rate of inflation (The rate at which the level of prices is rising) the real value of their money will decrease over time.

When investing money customers are only prepared to take a low level of risk that their money and the return may fall in value.

Customers are prepared to invest in assets, such as fixed interest securities and up to 20% of their money being invested in shares.

They would be concerned if the value of their money invested was to suffer a short term (e.g. a period of 12 months) fall in value.

When investing money customers are prepared to take the risk that investing could lead to a possible reduction in the value of the return or a loss to the money invested.

Customers are comfortable with investing in a range of assets that have a range of risk and reward profiles and with up to 40% of their investment in shares.

They also understand that the value of the investment will go up and down over time and that the value of the money invested and the return may fall in value.

When investing money customers prefer to spread their investment over a range of assets but with a greater emphasis on shares.

They’re comfortable with having up to 60% of their investment in shares.

They also understand that the value of the investment will go up and down over time and are prepared to take a greater level of risk that it could lead to a possible reduction in the value of the money invested and the return received.

Customers are prepared to take a greater level of risk to achieve a greater potential return.

They’re comfortable with having up to 80% of their investment in shares.

They also understand that the value of the investment will go up and down over time and are prepared to take a high level of risk that it could lead to a possible reduction in the value of the money invested and the return received.

When investing, the primary aim is to achieve a high return on their investment, while taking a higher level of risk.

Customers focus on investment funds which offer greater potential for growth and appreciate that this comes with a higher level of risk. They understand that the value of the investment can change rapidly and by a large amount in the short term (e.g. a period of 12 months) and that there is a higher risk of losing the original money invested.

They also understand that the value of the investment will go up and down over time and are prepared to take a high level of risk that it could lead to a possible loss or reduction in the value of the money invested and the return received.

Legal & General Mixed Investment 0-20% Fund

Legal & General Mixed Investment 0-35% Fund

Legal & General Mixed Investment 20-60% Fund

Legal & General Mixed Investment 40-85% Fund

L&G (N) Tracker Trust

Legal & General Global Equity Index Fund

Fund Aims

Aims to provide long-term growth of capital and income

Aims to provide growth of capital above the Bank of England base interest rate over rolling three year periods.

Aims to provide growth of both capital and income

Aims to provide growth of both capital and income.

Aims to provide growth by tracking the performance of the FTSE All-Share Index.

Aims to provide both an income and growth by aiming to track the performance of the FTSE World Index.

Fund Class Find out more

C Class

C Class

C Class

C Class

C Class

C Class

Minimum investment

£20

£20

£20

£20

£20

£20

Fund features

  • Dynamically invest across a wide range of Legal & General funds
  • Can invest up to 20% in the shares of companies listed in the UK or overseas stock markets
  • Dynamically invest across a wide range of Legal & General funds
  • Can invest up to 35% in the shares of companies listed in the UK or overseas stock markets
  • Dynamically invest across a wide range of Legal & General funds
  • Can invest between 20% and 60% in the shares of companies listed in the UK or overseas stock markets
  • Dynamically invest across a wide range of Legal & General funds
  • Can invest between 40% and 85% in the shares of companies listed in the UK or overseas stock markets
  • The fund will invest almost entirely in company shares included in the FTSE All Share Index.
  • The fund’s investments will closely match those that make up the FTSE All Share Index.
  • The fund will invest almost entirely in company shares included in the FTSE World Index.
  • The fund’s investments will closely match those that make up the FTSE World Index.

Typical asset mix

18% Global Shares
68% Fixed Interest
14% Cash

25% Global Shares
65% Fixed Interest
10% Cash

49.5% Global Shares
50.5% Fixed Interest

70% Global Shares
30% Fixed Interest

100% UK Shares

100% Global Shares (including the UK)

Legal & General fund charge* (p.a.) Find out more

0.32%

0.36%

0.37%

0.33%

0.06%

0.28%

IPS platform charge (p.a.) Find out more

0.31%

0.31%

0.31%

0.31%

0.31%

0.31%

Nationwide service charge (p.a.) Find out more

0.40%

0.40%

0.40%

0.40%

0.40%

0.40%

Total charges (p.a.)

1.03%

1.07%

1.08%

1.08%

0.77%

0.99%

Total charge example (per month) Find out more

£8.58

£8.92

£9.00

£9.00

£6.42

£8.25

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*All charges are correct as at 1 June 2016.