Royal London UK Broad Equity Tilt Fund Class R Accumulation
Fund
ISIN GB00BPBJR981 / Valor 12164528
NAV (2025-11-21)
GBP 1.46-0.68%
Royal London UK Broad Equity Tilt Fund Class R Accumulation
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The Royal London UK Broad Equity Tilt Fund focuses on investing in the 600 largest companies listed on the London Stock Exchange by market capitalization, aiming for both capital growth and income over a 3-5 year period. The fund primarily holds around 90% of its assets in these top UK companies, ensuring a strong alignment with the FTSE All-Share Total Return GBP Index. Additionally, up to 30% of the portfolio may include shares of UK-listed companies that are not domiciled in the UK but have significant UK operations. The fund integrates responsible investment and environmental, social, and governance (ESG) principles, targeting a carbon intensity at least 10% lower than the benchmark index to support a transition to a lower carbon economy.
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OTHER SHARE CLASSES OF THIS FUND
Royal London UK Broad Equity Tilt Fund Class M Accumulation
Royal London UK Broad Equity Tilt Fund Class M Accumulation
Royal London UK Broad Equity Tilt Fund Class M Accumulation
Annual Return
-50%0%+50%
Risk level
110
-0.69%GBP 0.98
Royal London UK Broad Equity Tilt Fund Class Z Accumulation
Royal London UK Broad Equity Tilt Fund Class Z Accumulation
Royal London UK Broad Equity Tilt Fund Class Z Accumulation
Valor: 11671889
Annual Return
-50%0%+50%
Risk level
110
-0.68%GBP 1.45
Royal London UK Broad Equity Tilt Fund Class S Accumulation
Royal London UK Broad Equity Tilt Fund Class S Accumulation
Royal London UK Broad Equity Tilt Fund Class S Accumulation
Valor: 12164238