Royal London Europe ex UK Eq Tilt Z Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.52%
  • 3 Year sharpe0.58
  • 3 Year alpha0.15
  • Distribution Typeaccumulation
  • BenchmarkFTSE World Eur Ex UK TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.15%
  • IA SectorEurope Excluding UK
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B8HF4Y56

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 shares of companies from developed countries (2) in Europe (excluding the UK), 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 Europe ex UK GBP Net Total Return Index (the “Index”) over rolling 3 year periods (3). 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 90% of the Fund's asset in companies that belong to the Index.

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