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
775.90p
-6.50p (-0.83%)
Fund Code
RLEZA
B5172X1
GB00B5172X16
Prices updated as at 22 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Nils Jungbacke, JoJo Chen |
| 877 | |
| 685.1 | |
| Fund comparative index | FTSE USA TR GBP |
| North America | |
| - | |
| 0.14 | |
| 0.04 | |
| 0.00 | |
| US Large-Cap Blend Equity | |
| No | |
| Fund provider | Royal London Unit Trust Managers Ltd |
| Share class launch date | 24 Aug 2007 |
| £1.05b | |
| - | |
| 0.95 | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
