Royal London UK Growth Trust

Category UK Large-Cap Equity

Last buy/sell price

829.50p

arrow-down-1.60p (-0.19%)

Fund Code

0159797

GB0001597979

Prices updated as at 02 Apr 2026

Prices in GBX

Investment objective

The Scheme’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of UK companies included in the FTSE All-Share Index. At least 50% of the Scheme’s assets will be invested in the shares of UK companies, which are those domiciled in the UK, or which have significant UK business operations. Up to 30% of the Scheme's assets may be invested in the shares of companies that are not UK companies, but which are listed in the UK. In total, at least 80% will be invested in shares of companies that form part of the FTSE All-Share Index.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

RLUM Limited

Fund launch date

25 Sep 1989

Domicile

United Kingdom

UCITS

Yes

Lead manager

Joe Walters

Lead manager start date

01 Mar 2016

Lead fund manager biography

Joe 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. Joe 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. At Royal London Asset Management Joe is currently managing a number of retail funds, such as RL UK Growth Trust. Joe is an Associate of the Society of Investment Professionals.

Head office

80 Fenchurch Street London EC3M 4BY United Kingdom

London

United Kingdom

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