Royal London US Equity Tilt Fund Z Accumulation

Category US Large-Cap Blend Equity
star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

751.70p

arrow-up1.20p (+0.16%)

Fund Code

RLEZA

B5172X1

GB00B5172X16

Prices updated as at 02 May 2025
|
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 companies included in the FTSE USA GBP Net Total Return Index (the “Index”). 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
, SDR Consumer facing disclosure, 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 (%)

YearThis fundUS Large-Cap Blend Equity
31 Mar 14 - 31 Mar 1527.9723.12
31 Mar 15 - 31 Mar 162.260.95
31 Mar 16 - 31 Mar 1735.1832.53
31 Mar 17 - 31 Mar 18-1.05-0.31
31 Mar 18 - 31 Mar 1917.5714.60
31 Mar 19 - 31 Mar 200.25-4.46
31 Mar 20 - 31 Mar 2139.2139.58
31 Mar 21 - 31 Mar 2221.5316.37
31 Mar 22 - 31 Mar 23-5.92-3.44
31 Mar 23 - 31 Mar 2428.6025.37
31 Mar 24 - 31 Mar 253.782.13

Trailing returns (%)

YearThis fundUS Large-Cap Blend Equity
1 Day0.161.59
1 Month-1.93-2.35
3 Months-13.68-12.98
6 Months-3.92-4.46
1 Year5.903.84
3 Years annualised9.178.20
5 Years annualised14.4913.04
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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.