Royal London UK Growth Trust
Category UK Large-Cap Equity
Last buy/sell price
728.10p
3.70p (+0.51%)
Fund Code
0159797
GB0001597979
Prices updated as at 12 May 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 Mar 14 - 31 Mar 15 | 7.18 | 6.59 |
31 Mar 15 - 31 Mar 16 | -5.51 | -3.91 |
31 Mar 16 - 31 Mar 17 | 15.63 | 18.76 |
31 Mar 17 - 31 Mar 18 | 2.76 | 0.61 |
31 Mar 18 - 31 Mar 19 | 5.11 | 5.09 |
31 Mar 19 - 31 Mar 20 | -17.84 | -18.97 |
31 Mar 20 - 31 Mar 21 | 32.62 | 30.63 |
31 Mar 21 - 31 Mar 22 | 10.57 | 9.86 |
31 Mar 22 - 31 Mar 23 | -2.28 | 2.09 |
31 Mar 23 - 31 Mar 24 | 9.40 | 7.84 |
31 Mar 24 - 31 Mar 25 | 9.17 | 8.50 |
Trailing returns (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
1 Day | -0.51 | -0.26 |
1 Month | 12.75 | 12.24 |
3 Months | -0.23 | -0.77 |
6 Months | 6.61 | 5.85 |
1 Year | 7.53 | 5.00 |
3 Years annualised | 9.08 | 8.33 |
5 Years annualised | 10.23 | 10.23 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.