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

782.40p

arrow-down-13.10p (-1.65%)

Fund Code

RLEZA

B5172X1

GB00B5172X16

Prices updated as at 21 May 2025
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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 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 Day1.650.19
1 Month11.7011.45
3 Months-7.55-7.71
6 Months-3.55-4.59
1 Year8.415.46
3 Years annualised13.7812.20
5 Years annualised14.3113.01
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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