Funds
We partner with all stakeholders to achieve the best possible outcomes
A Chicago-based registered investment advisor
LGIM America (LGIMA) was founded in 2006 with the purpose of helping people achieve their long-term financial goals. We offer a range of strategies to help our institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans) manage their investment objectives, which can range from market-based alpha-oriented strategies, derivative overlays, equity solutions and those that are designed to be more liability-centric. Encouraging a diverse and inclusive environment coupled with a solutions-focused culture allows us to increase our breadth of knowledge and the likelihood of improved client outcomes and stronger financial performance. We have teams of experienced, innovative professionals committed to helping plan sponsors meet their pension promises, managing investment exposures efficiently to seek enhanced returns while mitigating risks, and working to generate returns while making a positive societal difference. As of June 30, 2023, LGIM America had $221 billion in assets under management.
Legal & General Retirement Income 2040 Fund
The Legal & General Retirement Income 2040 Fund (the “Fund”) seeks to provide current income during the early and middle-years of retirement while ensuring capital is not exhausted prior to the Fund’s terminal date.
Legal & General Cash Flow Matched Bond Fund
The Legal & General Cash Flow Matched Bond Fund (the “Fund”) seeks current income. The Fund primarily invests in investment-grade corporate debt with final maturities of between one and five years.
Legal & General Commodity Strategy Fund
The Legal & General Commodity Strategy Fund (the “Fund”) seeks to provide broad commodities exposure.
Legal & General Global Developed Equity Index Fund
The Legal & General Global Developed Equity Index Fund (the “Fund”) seeks to provide investment results that, before fees and expenses, track the performance of the MSCI World Index.
Legal & General Long Duration US Credit Fund
The Legal & General Long Duration US Credit Fund (the “Fund”) seeks to maximize total return through capital appreciation and current income. The Fund primarily invests in investment-grade fixed income securities with an average portfolio duration that is within 10% of the Fund’s benchmark, the Bloomberg US Long Credit Index.
Legal & General US Credit Fund
The Legal & General U.S. Credit Fund (the “Fund”) seeks to maximize total return through capital appreciation and current income. The Fund primarily invests in investment-grade fixed income securities with an average portfolio duration that is within 10% of the Fund’s benchmark, the Bloomberg US Credit Index.
Fund documents
Benefits of working with us
Client-centric culture
With a deep understanding of our clients’ objectives, we collaborate to design custom solutions backed by investment professionals.
Experienced professionals
By building teams of skilled professionals and focusing our capabilities around our strengths, we can help deliver investment performance that meets the needs of our clients.
Customized solutions
Our focus is to deliver outcomes matching our clients’ objectives using our solutions-based approach. We use our investment experience in delivering innovative solutions that are tailored to our clients’ specifications.
Consider the funds’ investment objective, risk, and charges and expenses. This and other information can be found in the funds’ prospectus, and if available, the summary prospectus, which may be obtained by calling 1-833-44-LGIMA. Please read the prospectus, and if available the summary prospectus, carefully before investing.
There are risks involved in investing, including loss of principal. Asset allocation may not protect against market risk. Investment in the fund(s) is subject to the risks of the underlying funds.
The funds are distributed by SEI Investment Distribution Company (SIDCO). SIDCO is not affiliated with LGIMA.