Royal London UK Income with Growth Trust

Category GBP Allocation 60-80% Equity

Last buy/sell price

241.00p

arrow-up1.00p (+0.42%)

Fund Code

0159805

GB0001598050

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Scheme’s investment objective is to achieve an above-average income with some capital growth over the medium-to-long term, which should be considered as a period of 5-7 years, by primarily investing in the shares and sterling-denominated bonds of UK companies listed on the London Stock Exchange. 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, typically between 50% and 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

Richard Marwood

Lead manager start date

30 Jun 2021

Lead fund manager biography

Richard is the Head of UK and European Equities team and manages the UK Equity Income, UK Dividend Growth and UK Income with Growth funds. He joined RLAM in 2016, having previously worked at AXA Investment Managers for 19 years where ran a wide range of UK equity and multi-asset portfolios, most notably AXA’s Distribution Fund franchise. Prior to working in the City, Richard had an engineering background, having served an apprenticeship with British Aerospace. He holds a Mechanical Engineering Degree from Sheffield University and a PhD in Aerodynamics from Oxford University.

Fund manager

Joe Walters

Manager start date

29 Apr 2024

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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