Royal London US Equity Tilt Fund S Accumulation header image

Royal London US Equity Tilt Fund S Accumulation

Fund

ISIN GB00BJ7JMJ54 / Valor 47599911

NAV (2025-12-17)
GBP 2.50+0.93%

Royal London US Equity Tilt Fund S Accumulation
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The Royal London US Equity Tilt Fund focuses on medium-term growth and income by investing mainly in the largest companies listed on the New York Stock Exchange, with about 90% of its assets allocated to these leading US stocks. Additionally, up to 10% of the portfolio is invested in other investment funds to target specific markets or sectors. The fund also holds a small amount in government securities and deposits and uses derivatives minimally for risk management. Importantly, it strives to have a carbon intensity that is at least 30% lower than its benchmark index.

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Tags:
esg responsible investment ftse us total return index

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OTHER SHARE CLASSES OF THIS FUND

Royal London US Equity Tilt Fund R Accumulation
Royal London US Equity Tilt Fund R Accumulation Royal London US Equity Tilt Fund R Accumulation Valor: 45287531
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Annual Return

-50%0%+50%

Risk level

110
0.91%GBP 2.55
Royal London US Equity Tilt Fund M Accumulation
Royal London US Equity Tilt Fund M Accumulation Royal London US Equity Tilt Fund M Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.91%GBP 0.98
Royal London US Equity Tilt Fund P Accumulation
Royal London US Equity Tilt Fund P Accumulation Royal London US Equity Tilt Fund P Accumulation Valor: 48134741
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Annual Return

-50%0%+50%

Risk level

110
0.90%GBP 2.48
Royal London US Equity Tilt Fund X Accumulation
Royal London US Equity Tilt Fund X Accumulation Royal London US Equity Tilt Fund X Accumulation Valor: 12164620
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Annual Return

-50%0%+50%

Risk level

110
0.93%GBP 1.62
Royal London US Equity Tilt Fund Z Accumulation
Royal London US Equity Tilt Fund Z Accumulation Royal London US Equity Tilt Fund Z Accumulation Valor: 11122367
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Annual Return

-50%0%+50%

Risk level

110
0.90%GBP 9.16