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ROYAL LONDON UK GROWTH - Fund overview

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Overview of ROYAL LONDON UK GROWTH

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ROYAL LONDON UK GROWTH does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  June, 1981
Size  £176m
Yield 1.7%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 195.60p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.40%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

royal london uk growth asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
royal london uk growth equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
royal london uk growth equity capitalisation illustration
Allocation Proportion
Large Caps 78%
Mid Caps 14%
Small Caps 8%

Investment process


The investment objective of the Scheme is to maximise capital growth.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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