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ROYAL LONDON UK OPPORTUNITIES - Fund overview

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Overview of ROYAL LONDON UK OPPORTUNITIES

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ROYAL LONDON UK OPPORTUNITIES 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  OEIC
Launched  July, 2007
Size  £462m
Yield 1.3%
Charging basis  –
Dividends paid  Acc units only.
Bid price 109.70p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.40%
Total expense ratio 1.42%
Reduction in yield (10yr) 1.52%

Bestinvest says


No information available.

Portfolio

royal london uk opportunities asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
royal london uk opportunities equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
royal london uk opportunities equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective and policy of the Fund is to achieve capital growth by exploiting a concentrated portfolio of UK company special situations with the potential for above average returns.

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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