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Royal London UK Growth Trust A Inc

Ranked 86 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

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 is to provide an above-average capital growth from a diverse portfolio of UK equities in any economic sector.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 86/255 Total Return
  • Rank 106/255 Standard Deviation
  • Rank 95/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.1%
2018 -11.0% -6.8% 9.2% -0.8% -11.9%
2017 14.2% 3.6% 3.9% 1.6% 4.5%
2016 7.9% -3.3% 1.8% 8.7% 0.9%
2015 4.7% 6.0% -1.5% -4.9% 5.4%
2014 0.8% -0.3% -1.6% -0.7% 3.5%
2013 26.5% 10.6% -0.1% 5.5% 8.6%
2012 15.3% 8.9% -3.3% 4.8% 4.5%
2011 -7.1% -0.6% 1.1% -14.7% 8.4%
2010 14.9% 6.6% -9.6% 11.9% 6.5%
2009 22.2% -11.6% 11.8% 17.7% 5.1%
2008 -29.2% -9.2% -1.5% -12.1% -9.9%
2007 5.3% 2.6% -0.4% -0.5% 3.6%
2006 18.3% 8.6% -3.8% 5.2% 7.7%
2005 20.2% 3.2% 3.2% 7.6% 4.9%
2004 11.1% 0.8% 1.3% 2.3% 6.4%
2003 19.0% -5.8% 13.5% 4.2% 6.8%
2002 -22.1% 2.3% -10.3% -16.1% 1.3%
2001 -13.7% -7.1% 0.1% -14.2% 8.3%
2000 -8.4% -2.8% -3.0% 0.8% -3.6%
1999 25.1% 7.5% 2.1% -4.8% 19.6%
1998 14.1% 15.0% 0.1% -13.3% 14.4%
1997 24.4% 3.9% 6.1% 13.7% -0.7%
1996 18.3% 2.8% 3.6% 6.6% 4.2%
1995 23.7% 3.0% 5.0% 8.2% 5.7%
1994 -6.4% -6.1% -5.6% 2.7% 2.8%
1993 27.5% 4.4% 2.6% 6.3% 11.9%
1992 26.0% 2.1% 6.1% 0.5% 15.7%
1991 21.5% 16.9% -0.9% 9.3% -4.1%
1990 -7.9% -5.8% 6.6% -15.4% 8.5%
1989 14.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 4.97%
Relx PLC ORD 3.64%
Diageo PLC ORD 3.61%
Prudential PLC ORD 3.22%
BP PLC ORD 3.21%
Unilever PLC ORD 2.99%
Rentokil Initial PLC ORD 2.84%
Glencore PLC ORD 2.77%
HSBC Holdings PLC ORD 2.70%
Spirax-Sarco Engineering PLC ORD 2.62%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/09/1989
  • Share Class size1,091Mn
  • Base currencyGBP
  • ISIN GB0001597979

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%
  • Initial investment5.00%

Related News

Marlborough appoints co-manager on Extra Income fund

Andrew Moffat will be the third co-manager on the £58 million fund.

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