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

508.10p

arrow-down-0.80p (-0.16%)

Fund Code

COUSG

3003835

GB0030038359

Prices updated as at 21 Mar 2025

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.

Annual performance (%)

Year	This fund	US Large-Cap Blend Equity
31 Dec 14 - 31 Dec 15	3.02	4.01
31 Dec 15 - 31 Dec 16	31.16	30.59
31 Dec 16 - 31 Dec 17	10.29	9.74
31 Dec 17 - 31 Dec 18	-10.64	-1.43
31 Dec 18 - 31 Dec 19	31.32	23.42
31 Dec 19 - 31 Dec 20	14.80	14.10
31 Dec 20 - 31 Dec 21	31.78	26.27
31 Dec 21 - 31 Dec 22	-10.92	-9.43
31 Dec 22 - 31 Dec 23	24.45	17.23
31 Dec 23 - 31 Dec 24	25.70	23.18

Trailing returns (%)

Year	This fund	US Large-Cap Blend Equity
1 Day	-0.16	-0.10
1 Month	-9.56	-8.85
3 Months	-5.97	-6.39
6 Months	0.92	1.00
1 Year	4.46	4.11
3 Years annualised	10.82	8.67
5 Years annualised	17.70	16.57

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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