Fund search Browse or

ROYAL LONDON UK EQUITY GROWTH S2 LF - Fund overview

No Bestinvest rating

Overview of ROYAL LONDON UK EQUITY GROWTH S2 LF

This fund invests within the UK and has a bias to the larger capitalised stocks. Performance has been weak but charges are well below the industry average for this sector.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	January, 1986
Size	£1m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	539.45p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	5.00%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.51%

Bestinvest says

No information available.

Portfolio

royal london uk equity growth s2 lf asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	3%

royal london uk equity growth s2 lf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

royal london uk equity growth s2 lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	72%
	Mid Caps	23%
	Small Caps	5%

View all performance data for ROYAL LONDON UK EQUITY GROWTH S2 LF

Investment process

The investment objectives of the Scheme are capital growth, although it is hoped to provide a rising level of income distribution over the long-term, through investment in the United Kingdom and any economic sectors.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Research