Royal London US Equity Tilt Fund Z Accumulation
Category US Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
738.70p
0.80p (+0.11%)
Fund Code
RLEZA
B5172X1
GB00B5172X16
Prices updated as at 05 Sep 2024
Prices in GBX
Investment objective
The Fund’s investment objective is to deliver capital growth and income over the medium term, which should be considered as a period of 3-5 years, by primarily investing in the largest companies listed on the New York Stock Exchange, and incorporating responsible investment (“RI”) and environmental, social & governance (“ESG”) insights into the investment process. The Fund will invest at least 70% of its assets in shares of companies that belong to the Index. The Fund's manager, however, will typically invest around 90% of the Fund's asset in companies that belong to the 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 charges
| Product charges | |
|---|---|
| 0.14 | |
| 0.04 | |
| No | |
| - | |
| 0.00 | |
| 0.00 | |
| Minimum investment | 25.00 |
