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

545.00p

arrow-up4.30p (+0.80%)

Fund Code

COUSG

3003835

GB0030038359

Prices updated as at 07 Nov 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.

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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