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Future World Equity Factors Index Fund

Class i Accumulation
It aims to track the performance of the FTSE All-World ex CW Climate Balanced Factor Index (the “Index”).

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About the fund

The investment objective of the fund is to seek to provide both capital growth and income by tracking the performance of the FTSE All-World ex CW Climate Balanced Factor Index (the "Index").

The fund invests almost exclusively in the shares of companies that make up the Index. The Index consists of a sub-set of shares of the FTSE All-World Index, excluding controversial weapons companies.The Index is alternatively weighted to give greater weight to companies that score well against four selected stock factors: value, quality, low volatility and small size. The Index also gives greater weight to companies that meet positive carbon and environmental criteria. This means the fund will invest more in companies that meet these criteria, and less in companies that do not.

The manager may exclude companies from the fund which do not meet the manager's "Climate Impact Pledge" to encourage strong governance and sustainable strategies. The number of companies excluded will be managed to avoid tracking error.

The fund may invest in the shares of companies which are reasonably expected, at the manager’s discretion, to become part of the Index.

An overview of the Index is available on FTSE’s website 

Read our summary of the Climate Impact Pledge

Performance

Under Financial Conduct Authority rules we can't show past performance for unit classes or fund generations less than a year old.

Charges

Initial Charge:
0.0%
OCF:
0.3
Performance Fee:
No

Portfolio breakdown

Fund facts

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ISA allowable*
SIPP allowable
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Sedol
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Index Funds Team

The Global Index Fund Management team consists of 21 fund managers, supported by two analysts. Management oversight is collectively provided by the Global Head of Index Funds, Head of Index EMEA, Head of Index Asia Pacific and Head of Index US. The team has an average industry experience of 15 years, of which seven years has been at LGIM. Underpinning the team’s philosophy and processes are two important objectives: closely tracking of indices and maximising returns for our clients.

All rights in the FTSE All-World ex CW Climate Balanced Factor Index (the "Index") vest in FTSE International Limited ("FTSE"). “FTSE®” is a trade mark of the London Stock Exchange Group companies and is used by FTSE under licence. The Future World Equity Factors Index Fund (the "Fund") has been developed solely by Legal & General. The Index is calculated by FTSE or its agent. FTSE and its licensors are not connected to and do not sponsor, advise, recommend, endorse or promote the Fund and do not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Fund. FTSE makes no claim, prediction, warranty or representation either as to the results to be obtained from the Fund or the suitability of the Index for the purpose to which it is being put by Legal & General. The Ongoing Charges Figure shown on this page is estimated.

*Please check the Terms and conditions (PDF:316KB) to see which funds are available from us directly as an ISA.

Disclaimer

This is not a consumer advertisement. It’s intended for professional financial advisers and should not be relied upon by private investors or any other persons.

The value of investments and any income from them may fall as well as rise, and investors may get back less than they invest. Past performance is not a guide to future performance. Changes in exchange rates or medium to long-term interest rates may cause the value of an investment to fall. Where applicable, data source: Funds Library, unless stated otherwise.

Legal & General (Unit Trust Managers) Limited. Registered in England and Wales No. 1009418. Registered office: One Coleman Street, London EC2R 5AA. Authorised and regulated by the Financial Conduct Authority.