Royal London UK Broad Equity Tilt

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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

£1.324/£1.324

arrow-up£0.002 (+0.15%)

Fund Code

ROTZA

BPBJRB0

GB00BPBJRB09

Prices updated as at 21 May 2025
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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 performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20--
31 Mar 20 - 31 Mar 21--
31 Mar 21 - 31 Mar 22--
31 Mar 22 - 31 Mar 231.902.09
31 Mar 23 - 31 Mar 248.327.84
31 Mar 24 - 31 Mar 259.758.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.150.02
1 Month7.647.79
3 Months2.002.03
6 Months8.978.34
1 Year7.556.87
3 Years annualised8.628.34
5 Years annualised--
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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