Not for profit and trusts
At LGIM, we work closely in partnership with charities and trusts, focusing on their priorities. We offer a dynamic range of bespoke portfolio solutions across all the major asset classes to help our clients balance risk, meet liabilities and achieve diversification.
A positive impact
We believe our emphasis on having a positive impact on wider society makes us a natural fit for charities and trusts. Legal & General aims to help people achieve financial security and invest in the future of society. Across the group, there are numerous initiatives aimed at helping address the UK’s housing crisis and improving the nation’s health. LGIM plays a key part in delivering Legal & General’s social priorities.
Additional services
Our close working relationship with clients means we are able to offer support through additional services. These include transparent reporting, benchmark monitoring and currency hedging, as well as trustee education. We appreciate that our clients are often exposed to greater scrutiny, and believe our size, heritage and robust approach to corporate governance and responsible investing helps trustees to feel confident in the investment decisions we make on their behalf.
Responsible investing
Investment strategies
Our full range of our asset capabilities is reflected in our solutions for charities.
Index
Multi-asset
Diversified exposure to a broad range of markets utlising integrated risk management
Active fixed income
Fund centre
Access our fund fact sheets, fund prices, performance, charges and documents.
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Meet our team
Nancy Kilpatrick
Head of Charities
Richard Lubbock
Client Director
Holly Hopwood
Client Manager
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Get in touch
If you would like any further information please complete the contact us form.
Awards
Awards should not be considered a recommendation. Past performance is not a guide to the future.
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Key risks
The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested. Past performance is no guarantee of future results.
Whilst LGIM has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.
The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing in this fund is available in the prospectus at. http://www.lgim.com/fundcentre