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.

Below is the online factsheet for your selected instrument. You can change time periods in certain areas of the factsheet and generate a version to PDF using the "Print" button.

You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.

Analyst Report Analyst Report