Royal London US Equity Tilt Fund X Accumulation header image

Royal London US Equity Tilt Fund X Accumulation

Fund

ISIN GB00BMH2B541 / Valor 12164620

NAV (2025-11-28)
GBP 1.63+0.12%

Royal London US Equity Tilt Fund X 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 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
0.09%GBP 0.98
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
0.12%GBP 2.56
Royal London US Equity Tilt Fund S Accumulation
Royal London US Equity Tilt Fund S Accumulation Royal London US Equity Tilt Fund S Accumulation Valor: 47599911
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Annual Return

-50%0%+50%

Risk level

110
0.08%GBP 2.51
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
0.08%GBP 2.49
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
0.09%GBP 9.20