Royal London UK Equity Fund Class M Acc
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
252.30p/252.30p
4.20p (+1.69%)
Fund Code
ROQMA
B67MDN4
GB00B67MDN40
Prices updated as at 20 May 2025
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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 included in the FTSE All-Share Index. At least 50% of the Fund will be invested in shares of UK companies. A UK company is one that is domiciled in the UK, or which has 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 6.87 | 6.59 |
31 Mar 15 - 31 Mar 16 | -5.17 | -3.91 |
31 Mar 16 - 31 Mar 17 | 19.25 | 18.76 |
31 Mar 17 - 31 Mar 18 | 2.55 | 0.61 |
31 Mar 18 - 31 Mar 19 | 7.20 | 5.09 |
31 Mar 19 - 31 Mar 20 | -16.65 | -18.97 |
31 Mar 20 - 31 Mar 21 | 23.54 | 30.63 |
31 Mar 21 - 31 Mar 22 | 15.30 | 9.86 |
31 Mar 22 - 31 Mar 23 | 3.81 | 2.09 |
31 Mar 23 - 31 Mar 24 | 7.62 | 7.84 |
31 Mar 24 - 31 Mar 25 | 8.43 | 8.50 |
Trailing returns (%)
Year | This fund | UK Large-Cap Equity |
---|---|---|
1 Day | 1.69 | 1.36 |
1 Month | 7.32 | 7.74 |
3 Months | 2.23 | 2.01 |
6 Months | 9.93 | 8.37 |
1 Year | 6.91 | 6.34 |
3 Years annualised | 8.76 | 8.32 |
5 Years annualised | 11.06 | 10.33 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.