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Legal & General Property Fund – Now Trading
Following our email on 15th September 2020, we can now confirm that the Legal & General (L&G) Property fund has resumed trading.
This means that L&G are now happy with the 3 points below:
  • At least 80% of the Fund’s assets have valuations that are free from the material uncertainty clauses;
  • They are confident that units can be marked at a fair and reliable price for investors;
  • They believe the Funds will be able to remain open, taking into account potential outflows that may impact the level of material uncertainty clauses and the liquidity position of the Funds.
Our intention is to address this with you at your annual review as we do not feel there is currently an urgency.  This mean your asset allocation will remain the same as per the addendum issued to you in our last email. However, if you wish to discuss further then please contact your adviser.
 
NB – These views are taken from Legal and General directly.

  • The value of an investment and the income from it could go down as well as up.
  • All investing is subject to risk, including the possible loss of the money you invest.
  • Past performance is not a reliable indicator of future results.
  • Diversification does not ensure a profit or protect against a loss.
  • Please remember that all investments involve some risk. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.
  • Tax and Estate Planning Services are not regulated by the Financial Conduct Authority.
  • This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice as at 14th September 2020. You are recommended to seek competent professional advice before taking any action.
2019/20 Investment Manual
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2019/20 Addendum to Investment Manual
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LEGAL


COOKIE POLICY


PRIVACY POLICY

Fairey Associates Limited is authorised and regulated by The Financial Conduct Authority

The Financial Conduct Authority does not regulate Will Writing and does not regulate Inheritance Tax Planning.

Registered in England and Wales No. 06535124. Address: Mayfield Farm, Hungerdown Lane, Colchester, CO7 7LZ

© Copyright Fairey Associates Limited 2022
Core Values and Business Practices
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Equality and Diversity
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Privacy Notice
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The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
  • About
    • Our Team
    • Becoming a Client
    • News Articles >
      • Historic Articles
      • Budget 2021
      • Investment View 2021
      • Coronavirus Update 23.03.2020
    • Careers
  • Services
    • Financial Protection
    • Investment Management
    • Pensions and Retirement
    • Tax Planning
    • Estate Planning
  • Testimonials
  • Links
    • VC Portal
  • Community
    • Charities
    • Charity Events
  • Contact Us
    • Offices