Royal London UK Opportunities Fund Class M Acc

Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

221.90p

arrow-up3.30p (+1.51%)

Fund Code

ROOMA

B5BRWC0

GB00B5BRWC09

Prices updated as at 15 Jan 2025

Prices in GBX

Investment objective

The Fund’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of UK companies listed on the London Stock Exchange. At least 50% of the Fund will be invested in the shares of UK companies, which are those domiciled in the UK, or which have significant UK business operations. Up to 30% of the Fund's assets may be invested in the shares of companies that are not UK companies, but which are listed in the UK.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Henry Lowson
	233.7
	204
Fund comparative index	FTSE AllSh TR GBP
	UK All Companies
	-
	0.77
	0.20
	0.00
	UK Flex-Cap Equity
	No
Fund provider	Royal London Unit Trust Managers Ltd
Share class launch date	16 Apr 2010
	£290.81m
	-
	2.21
	-
	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.

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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