Royal London APAC ex Jpn Eq Tilt Z Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.19%
  • 3 Year sharpe0.74
  • 3 Year alpha1.52
  • Distribution Typeaccumulation
  • BenchmarkFTSE World AP Ex Japan TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.20%
  • IA SectorAsia Pacific Excluding Japan
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B68SHD90

Investment Strategy

The Fund’s investment objective is to deliver capital growth (1) and income over the medium term, which should be considered as a period of 3-5 years, by primarily investing in companies within the developed (2) and emerging markets (3) of Asia Pacific, excluding Japan, and incorporating responsible investment (“RI”) and environmental, social & governance (“ESG”) insights into the investment process. The Fund’s performance target is to deliver the performance, after the deduction of charges, of the FTSE Asia Pacific ex Japan GBP Net Total Return Index (the “Index”) over rolling 3-year periods (4). The Fund will invest at least 70% of its assets in shares of companies that belong to the Index. The Fund's manager, however, will typically invest around 80% of the Fund's asset in companies that belong to the Index.

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