Royal London UK Equity M Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.37%
  • 3 Year sharpe0.44
  • 3 Year alpha0.87
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • IA SectorUK All Companies
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B67MDN40

Investment Strategy

The Fund’s investment objective is to achieve 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 UK companies included in the FTSE All-Share Index. 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 (2). At least 50% of the Fund will be invested in shares of UK companies. A UK company is one that is domiciled in the UK, or which has significant UK business operations. Up to 30% of the Fund's assets may be invested in the shares of companies that are not UK companies (as defined above), but which are listed in the UK.

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