Royal London UK Broad Equity Tilt

Select share classes
There is only one type of share class for this fund.

Royal London UK Broad Equity Tilt Fund Class Z Accumulation

Category UK Large-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.285/£1.285

arrow-up£0.009 (+0.71%)

Fund Code

ROTZA

BPBJRB0

GB00BPBJRB09

Prices updated as at 02 May 2025
|
Prices in GBP
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 600 largest UK companies by market capitalisation listed on the London 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 assets 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 charges

Product charges
0.11
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 02 May 2025pdf
Key Information Document / Technical Guide 17 Feb 2025pdf
SDR Consumer facing disclosure02 Dec 2024pdf
Annual Report 31 Aug 2024pdf
Interim Report 28 Feb 2024pdf
Please note that service charges will also apply. Read more about our fees.


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