Royal London US Equity Tilt Fund Z Accumulation

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

738.70p

arrow-up0.80p (+0.11%)

Fund Code

RLEZA

B5172X1

GB00B5172X16

Prices updated as at 05 Sep 2024
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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.

Growth of 1,000 as of 06 Sep 2024, 10:09

Trailing returns (%) as of 06 Sep 2024, 10:09

Annual performance (%)

YearThis fundUS Large-Cap Blend Equity
30 Jun 13 - 30 Jun 1410.789.35
30 Jun 14 - 30 Jun 1515.2113.77
30 Jun 15 - 30 Jun 1618.1616.24
30 Jun 16 - 30 Jun 1723.6220.74
30 Jun 17 - 30 Jun 1812.5610.37
30 Jun 18 - 30 Jun 1912.9911.39
30 Jun 19 - 30 Jun 2010.147.89
30 Jun 20 - 30 Jun 2127.4725.12
30 Jun 21 - 30 Jun 22-1.02-2.25
30 Jun 22 - 30 Jun 2313.7511.97
30 Jun 23 - 30 Jun 2426.2222.87

Trailing returns (%)

YearThis fundUS Large-Cap Blend Equity
1 Day0.11-0.42
1 Month3.362.41
3 Months1.610.78
6 Months4.163.41
1 Year18.0416.67
3 Years annualised9.158.09
5 Years annualised13.2911.77
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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