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

788.20p

arrow-down-7.60p (-0.96%)

Fund Code

RLEZA

B5172X1

GB00B5172X16

Prices updated as at 07 Mar 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 the largest companies listed on the New York Stock Exchange. 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 Dec 14 - 31 Dec 155.534.01
31 Dec 15 - 31 Dec 1633.2430.59
31 Dec 16 - 31 Dec 1710.619.74
31 Dec 17 - 31 Dec 18-0.87-1.43
31 Dec 18 - 31 Dec 1927.2223.42
31 Dec 19 - 31 Dec 2016.1414.10
31 Dec 20 - 31 Dec 2128.6026.27
31 Dec 21 - 31 Dec 22-9.95-9.43
31 Dec 22 - 31 Dec 2320.2717.23
31 Dec 23 - 31 Dec 2426.9723.18

Trailing returns (%)

YearThis fundUS Large-Cap Blend Equity
1 Day-0.96-0.73
1 Month-8.93-8.58
3 Months-6.29-6.97
6 Months7.786.36
1 Year12.128.98
3 Years annualised12.3710.86
5 Years annualised15.7014.21
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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