Royal London UK Broad Equity Tilt Fund Class Z Accumulation
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.235/£1.235
£0.003 (+0.24%)
Fund Code
ROTZA
BPBJRB0
GB00BPBJRB09
Prices updated as at 05 Sep 2024
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, and incorporating responsible investment (“RI”) and environmental, social & governance (“ESG”) insights into the investment process. 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
, 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 charges
Product charges | |
---|---|
0.11 | |
0.02 | |
No | |
- | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |