Royal London UK Income with Growth

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Trading AccountISAJISASIPP

Fund Info

  • Yield History5.99%
  • 3 Year sharpe-0.09
  • 3 Year alpha-6.53
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.52%
  • IA SectorUK Equity & Bond Income
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB0001598050

Investment Strategy

The fund seeks to provide an above-average and growing income, together with some capital growth. The Trust invests in blue-chip UK companies as well as government bonds and fixed-interest securities. The fund manager invests in a diverse portfolio of UK securities, comprising predominantly higher yielding equities, combined with a lower proportion of fixed-interest securities.

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