L&G US Index Trust I Acc

Willis Owen Research Commentary

This Focus 50 fund tracks the FTSE USA Index and offers a very low-cost way to gain broad exposure to US equities. With an ongoing charge of 0.10%, the fund is highly competitive. It has a bias toward large caps with virtually no exposure to small caps. Despite tracking the less-familiar FTSE USA Index, the fund has delivered returns comparable to funds that track the S&P 500. This is unsurprising, as the two indexes have a 94% overlap in terms of holdings. Given the team's extensive experience, we expect tracking to remain tight. This fund is a compelling proposition for investors looking to gain broad exposure to the US equity market, with low fees and tight tracking ability.

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