Royal London UK Broad Equity Tilt Fund Class R Accumulation header image

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
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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
starstarstarstarstar

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
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Annual Return

-50%0%+50%

Risk level

110
-0.74%GBP 1.49