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ROYAL LONDON UK EQUITY - Fund overview

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Overview of ROYAL LONDON UK EQUITY

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

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  August, 1997
Size  £371m
Yield 2.3%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 664.80p

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 1.30%
Reduction in yield (10yr) 1.40%

Bestinvest says


No information available.

Portfolio

royal london uk equity 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 equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
royal london uk equity equity capitalisation illustration
Allocation Proportion
Large Caps 72%
Mid Caps 23%
Small Caps 5%

View all performance data for ROYAL LONDON UK EQUITY

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

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