Royal London UK Income with Growth Trust

Category GBP Allocation 60-80% Equity

Last buy/sell price

247.80p

arrow-down-2.30p (-0.92%)

Fund Code

0159805

GB0001598050

Prices updated as at 23 Apr 2026

Prices in GBX

Investment objective

The Scheme aims to provide an annual income return that is 20% greater than that of the FTSE All Share Total Return GBP Index, with some capital growth, over rolling 7-year periods, after the deduction of charges. The Scheme prioritises income return over capital growth.

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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Mar 15 - 31 Mar 16	-3.57	-2.93
31 Mar 16 - 31 Mar 17	11.85	17.37
31 Mar 17 - 31 Mar 18	-2.56	1.40
31 Mar 18 - 31 Mar 19	6.00	3.97
31 Mar 19 - 31 Mar 20	-15.09	-8.04
31 Mar 20 - 31 Mar 21	23.45	26.61
31 Mar 21 - 31 Mar 22	12.00	5.02
31 Mar 22 - 31 Mar 23	-2.01	-4.73
31 Mar 23 - 31 Mar 24	6.57	10.39
31 Mar 24 - 31 Mar 25	7.98	3.05
31 Mar 25 - 31 Mar 26	17.10	10.55

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.52	-0.31
1 Month	4.22	4.68
3 Months	2.86	2.04
6 Months	8.93	5.42
1 Year	23.09	22.30
3 Years annualised	10.80	9.77
5 Years annualised	8.49	5.80

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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