Royal London UK Equity M Acc

Ranked 68 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

Ivor Pether

Ivor Pether has worked within the Royal London Group since 1984, joining RLAM on its inception in 1988. Initially managing income unit trusts, and then the RL Staff Pension Fund, in 1989 he assumed responsibility for the management of the UK equity component of the Royal London Life Fund. Prior to joining Royal London, he spent two years as an economist at SIA Computer Services, having begun his career as a base metals analyst at CRU. Ivor has a BSc in Economics from the University of Bristol and an MA in Economics from the University of Warwick. He is a member of the Associate of the Institute of Investment Management & Research (subsequently renamed the CFA Society of the UK).

Joe Walters

Joe Walters joined the Royal London Asset Management equity team in August 2013 as a result of acquisition of The Co-operative Asset Management by Royal London. Walters currently manages a number of retail funds, such as RL UK Growth Trust. He was at The Co-operative Asset Management for over 20 years and after starting as an equity analyst went on to manage an assortment of UK funds such as a Growth Unit Trust to the Society’s Life fund. He is an Associate of the Society of Investment Professionals.

Objective

The investment objective and policy of the Fund is to achieve capital growth by investing primarily in a broad portfolio of quoted UK stocks and shares.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2019
  • Rank 68/234 Total Return
  • Rank 12/234 Standard Deviation
  • Rank 35/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.4%
2018 -7.0% -5.1% 9.8% -0.6% -10.1%
2017 12.4% 4.0% 2.3% 1.6% 4.0%
2016 11.6% -2.7% 2.3% 8.8% 3.1%
2015 2.3% 4.8% -0.7% -6.0% 4.5%
2014 2.9% 0.3% 0.9% 0.5% 1.2%
2013 23.4% 10.1% -1.4% 5.5% 7.9%
2012 10.6% 7.3% -3.6% 4.6% 2.3%
2011 -7.5% -0.7% -0.2% -14.4% 9.1%
2010 20.3% 7.7% -11.1% 14.7% 9.5%
2009 26.1% -9.3% 10.5% 19.9% 4.9%
2008 -30.2% -10.2% -1.0% -14.3% -8.3%
2007 8.3% 2.1% 3.4% 0.2% 2.5%
2006 15.5% 8.2% -2.6% 3.2% 6.1%
2005 21.3% 3.2% 4.7% 7.8% 4.2%
2004 11.2% 0.1% 2.1% 3.0% 5.7%
2003 15.5% -5.8% 11.3% 2.8% 7.2%
2002 -22.2% 2.3% -12.0% -16.4% 3.4%
2001 -18.0% -10.9% 0.8% -15.7% 8.3%
2000 -6.9% -3.7% -1.9% 1.1% -2.5%
1999 20.8% 9.1% 2.0% -4.8% 14.0%
1998 9.9% 13.0% -0.5% -14.3% 14.0%
1997 -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/05/2012
  • Share Class size41Mn
  • Base currencyGBP
  • ISIN GB00B67MDN40

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.62%
  • Initial investment0.00%

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