Royal London US Growth Trust
Category US Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
563.30p
1.50p (+0.27%)
Fund Code
COUSG
3003835
GB0030038359
Prices updated as at 04 Dec 2024
Prices in GBX
Investment objective
The Scheme’s investment objective is to achieve capital growth over the medium-to-long term, which should be considered as a period of 5–7 years, by predominantly investing in the shares of US companies listed on the New York Stock Exchange. At least 80% of the Scheme will be invested in the shares of listed US companies, which are those listed in the United States, domiciled in the United States, or which have significant US business operations.
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
Company name
RLUM Limited
Fund launch date
19 Feb 2001
Domicile
United Kingdom
UCITS
Yes
Lead manager
Matt Burgess
Lead manager start date
29 Apr 2024
Lead fund manager biography
Lead manager
Simon Davies
Lead manager start date
29 Apr 2024
Lead fund manager biography
Davies is chief executive and head of investments at U.K. fund manager Threadneedle Asset Management. Previously, he was director of Gartmore Pension Fund Managers and served as head of Gartmore's global portfolio management team and a member of the international asset allocation group. Prior to that, he spent 15 years with N.M. Rothschild, where he served as a U.K. pension fund manager specializing in capital goods.
Head office
80 Fenchurch Street London EC3M 4BY United Kingdom
London
United Kingdom
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