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

£1.239/£1.239

arrow-up£0.008 (+0.65%)

Fund Code

ROTZA

BPBJRB0

GB00BPBJRB09

Prices updated as at 03 Jan 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.

Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.

Important Information

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