CAF UK Equitrack Fund 

Managed by Legal & General (Unit Trust Managers) Ltd 

Please read our statement on notification of Funds closure.

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A Collective Investment scheme

The CAF UK Equitrack Fund is a collective investment scheme that aims to track the capital performance of the UK stock market. It is passively managed by Legal & General Investment Management (LGIM).

The Fund gives investors access to the long-term capital and income growth potential of UK companies. It aims to track the performance of the 600+ UK companies in the FTSE All-Share Index. As a Common Investment Fund (CIF), this fund is open to investment by any organisations that are either (a) registered with the Charity Commission for England and Wales, the Office of the Scottish Charity Regulator or the Charity Commission for Northern Ireland or, (b) recognised by HMRC to have charitable status in the UK.

View CAF UK Equitrack performance and price information


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FEATURES AND BENEFITS


Diversification reduces the risks of a more selective portfolio

The fund invests across a large number of individual holdings which reflect the broad nature of the overall FTSE All-Share Index.

Portfolio managers carefully monitor the index

This ensures any change in the stocks included in the FTSE All-Share Index is reflected in the portfolio.

Lower transition and management fees

A passive investment approach typically keeps transaction costs and management charges lower than those of actively managed funds that aim to outperform the market.

Important documents

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ABOUT THE FUND MANAGER

Legal and General Investment Management (LGIM) are one of Europe’s largest asset managers and a major global investor, with assets under management of £1.3 trillion*.

They work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors.

Legal and General Investment Management state their purpose is to create a better future through responsible investing and through a strong sense of partnership with clients, working collaboratively to achieve positive long-term outcomes.

*LGIM internal data as at 31 December 2020. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIM America in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.
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Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered in England and Wales under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).

Legal & General (Unit Trust Managers) Limited is authorised and regulated by the Financial Conduct Authority No. 119273. Legal & General (Unit Trust Managers) Limited registered office is 1 Coleman Street, London, EC2R 5AA. Registered in England and Wales under number 01009418.