Royal London US Equity Tilt Z Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.82%
  • 3 Year sharpe1.20
  • 3 Year alpha1.47
  • Distribution Typeaccumulation
  • BenchmarkFTSE USA TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.14%
  • IA SectorNorth America
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B5172X16

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 the largest companies listed on the New York Stock Exchange, 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 FTSE® USA GBP Net Total Return Index (the "Index") over rolling 3-year periods (2). 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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