fund
ROYAL LONDON US EQUITY TILT Z
PRICE (INC)
-
PRICE (ACC)
631.5p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.14%
ONGOING CHARGE
0.14%
YIELD
1.2%
1 YEAR
3.11%Prices as at 01 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The Fund’s investment objective is to deliver capital growth and income over the medium term, which should be considered as a period of 3-5 years, by primarily investing in the largest companies listed on the New York Stock Exchange, and incorporating responsible investment (“RI”) and environmental, social & governance (“ESG”) insights into the investment process. The Fund will invest at least 70% of its assets in shares of companies that belong to the Index. The Fund's manager, however, will typically invest around 90% of the Fund's asset in companies that belong to the Index.
Fund summary
| Sector | North America |
|---|---|
| Structure | OEIC |
| Launched | August 2007 |
| Size | £1,082m |
| Yield | 1.2% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.14% |
| Ongoing Charges Figure | 0.14% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning