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
494.60p
-2.80p (-0.56%)
Fund Code
COUSG
3003835
GB0030038359
Prices updated as at 09 May 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | US Large-Cap Blend Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 30.10 | 23.12 |
31 Mar 15 - 31 Mar 16 | -6.45 | 0.95 |
31 Mar 16 - 31 Mar 17 | 42.90 | 32.53 |
31 Mar 17 - 31 Mar 18 | -3.81 | -0.31 |
31 Mar 18 - 31 Mar 19 | 11.53 | 14.60 |
31 Mar 19 - 31 Mar 20 | -1.38 | -4.46 |
31 Mar 20 - 31 Mar 21 | 37.69 | 39.58 |
31 Mar 21 - 31 Mar 22 | 22.68 | 16.37 |
31 Mar 22 - 31 Mar 23 | -4.18 | -3.44 |
31 Mar 23 - 31 Mar 24 | 33.69 | 25.37 |
31 Mar 24 - 31 Mar 25 | 1.24 | 2.13 |
Trailing returns (%)
Year | This fund | US Large-Cap Blend Equity |
---|---|---|
1 Day | -0.56 | 0.16 |
1 Month | 8.68 | 5.33 |
3 Months | -13.26 | -12.08 |
6 Months | -8.98 | -7.95 |
1 Year | 0.94 | 1.58 |
3 Years annualised | 11.71 | 9.27 |
5 Years annualised | 14.41 | 12.96 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.