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ROYAL LONDON UK EQUITY INCOME S2 LF - Fund overview

No Bestinvest rating


Overview of ROYAL LONDON UK EQUITY INCOME S2 LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ROYAL LONDON UK EQUITY INCOME S2 LF does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  January, 1986
Size  £4m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 892.55p

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 income s2 lf asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 4%
royal london uk equity income 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 income s2 lf equity capitalisation illustration
Allocation Proportion
Large Caps 67%
Mid Caps 27%
Small Caps 6%

Investment process


The Fund seeks to achieve a combination of income and some capital growth by investing mainly in UK higher yielding and other equities, as well as convertible stocks.

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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