Royal London UK Dividend Growth M

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.04%
  • 3 Year sharpe0.60
  • 3 Year alpha4.12
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.71%
  • IA SectorUK All Companies
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B63DTG61

Investment Strategy

The Fund’s investment objective is to achieve a growing income with some capital growth (1) over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of medium-sized and larger UK companies (2) listed on the London Stock Exchange. The Fund’s performance target is to outperform, after the deduction of charges, the FTSE All-Share Total Return GBP Index (the "Index") over rolling 5- year periods (3). The Index is regarded as a good measure of the share-price performance of the approximately 600 largest companies on the London Stock Exchange. At least 65% of the Fund will be invested in the shares of listed UK companies, which are those domiciled in the UK, or which have significant UK business operations.

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