Royal London UK Opportunities M Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.78%
  • 3 Year sharpe0.53
  • 3 Year alpha3.75
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.77%
  • IA SectorUK All Companies
  • Manager GroupRoyal London
  • DomicileUnited Kingdom

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 listed on the London Stock Exchange. At least 50% of the Fund will be invested in the shares of UK companies, which are those domiciled in the UK, or which have 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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