Royal London UK Growth Trust
Category UK Large-Cap Equity
Last buy/sell price
710.00p
3.80p (+0.54%)
Fund Code
0159797
GB0001597979
Prices updated as at 14 Mar 2025
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Prices in GBX
Investment objective
The Scheme’s investment objective is to achieve capital growth 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. At least 50% of the Scheme’s assets 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 Scheme's assets may be invested in the shares of companies that are not UK companies, but which are listed in the UK. In total, at least 80% will be invested in shares of companies that form part of the FTSE All-Share Index.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Large-Cap Equity |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | 3.60 | 2.43 |
| 31 Dec 15 - 31 Dec 16 | 7.88 | 13.11 |
| 31 Dec 16 - 31 Dec 17 | 14.23 | 11.63 |
| 31 Dec 17 - 31 Dec 18 | -10.98 | -9.82 |
| 31 Dec 18 - 31 Dec 19 | 22.22 | 19.35 |
| 31 Dec 19 - 31 Dec 20 | -5.38 | -9.10 |
| 31 Dec 20 - 31 Dec 21 | 22.83 | 17.97 |
| 31 Dec 21 - 31 Dec 22 | -11.12 | -2.07 |
| 31 Dec 22 - 31 Dec 23 | 8.87 | 8.21 |
| 31 Dec 23 - 31 Dec 24 | 8.55 | 8.50 |
Trailing returns (%)
| Year | This fund | UK Large-Cap Equity |
|---|---|---|
| 1 Day | -0.03 | -0.24 |
| 1 Month | -3.76 | -3.02 |
| 3 Months | 1.27 | 0.81 |
| 6 Months | 2.55 | 1.94 |
| 1 Year | 12.40 | 10.50 |
| 3 Years annualised | 6.84 | 7.62 |
| 5 Years annualised | 10.52 | 10.85 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
