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Royal London UK Dividend Growth A

Ranked 87 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Richard Marwood

Richard Marwood graduated from the University of Sheffield with a degree in Mechanical Engineering. He also holds a postgraduate degree in Aerodynamics from Lincoln College, University of Oxford. Richard began his investment career in 1996 by training as an equity analyst. In 1996 he started to manage a number of UK portfolios at AXA Investment Managers where he became a senior investment manager before leaving the group in 2016. Currently he works for Royal London Asset Management.

Objective

The investment objective of the Scheme is to maximise capital growth.The Fund invests predominantly in UK equities, focusing on companies which have, in the opinion of the investment manager, both strong business models and cash flows that support continued growth in dividend payments.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.2%
2018 -9.3% -5.7% 10.5% 0.1% -13.0%
2017 15.8% 4.7% 3.2% 2.9% 4.1%
2016 10.2% -3.4% 0.9% 8.2% 4.5%
2015 -0.1% 5.3% -0.2% -7.9% 3.3%
2014 1.0% 1.1% 0.2% 0.8% -1.2%
2013 23.2% 8.1% -1.1% 6.7% 7.9%
2012 9.5% 8.7% -6.6% 4.4% 3.4%
2011 -9.3% -1.2% 0.2% -16.8% 10.2%
2010 20.4% 5.2% -10.3% 17.6% 8.4%
2009 40.2% -6.0% 16.8% 23.2% 3.6%
2008 -33.7% -6.7% -2.3% -17.5% -11.9%
2007 5.6% 1.7% 3.8% -2.0% 2.1%
2006 17.1% 9.3% -1.7% 1.9% 7.0%
2005 19.9% 2.8% 5.3% 7.5% 3.1%
2004 9.9% -0.4% 1.9% 3.0% 5.1%
2003 14.8% -6.3% 11.0% 2.7% 7.5%
2002 -23.0% 1.3% -11.8% -16.8% 3.6%
2001 -17.0% -8.9% 0.0% -15.7% 8.1%
2000 -8.2% 0.1% -5.4% 0.2% -3.2%
1999 28.0% 9.9% 2.2% -3.7% 18.3%
1998 10.0% 14.0% 0.6% -15.8% 13.9%
1997 21.3% 6.1% 4.1% 11.3% -1.3%
1996 20.7% 5.8% 3.0% 6.3% 4.2%
1995 23.0% 2.8% 6.2% 8.1% 4.2%
1994 -8.3% -4.5% -6.7% 1.4% 1.5%
1993 27.7% 3.6% 5.5% 4.4% 11.9%
1992 17.2% -2.8% 9.4% -4.2% 15.1%
1991 18.0% 17.4% -2.7% 9.6% -5.6%
1990 -16.5% -9.4% 2.9% -14.5% 4.7%
1989 25.4% 17.8% 3.0% 3.8% -0.5%
1988 1.0% 3.1% 5.9% -4.1% -3.6%
1987 1.4% 28.0% 12.8% 5.1% -33.2%
1986 17.1% 7.3% 9.3% 1.6% -1.6%
1985 1.1% 10.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 4.90%
BP PLC ORD 3.87%
Glencore PLC ORD 3.13%
HSBC Holdings PLC ORD 2.72%
Imperial Brands PLC ORD 2.57%
Ashtead Group PLC ORD 2.45%
Relx PLC ORD 2.42%
AstraZeneca PLC ORD 2.42%
Barclays PLC ORD 2.40%
Intermediate Capital Group PLC ORD 2.29%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/1981
  • Share Class size834Mn
  • Base currencyGBP
  • ISIN GB00B63H3D38

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment4.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).