Royal London US Equity Trust A GBP Income

Category US Large-Cap Blend Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

582.60p

arrow-up2.30p (+0.40%)

Fund Code

COUSG

3003835

GB0030038359

Prices updated as at 19 Dec 2025

Prices in GBX

Investment objective

The Scheme’s investment objective is to achieve capital growth over the medium-to-long term, which should be considered as a period of 5–7 years, by predominantly investing in the shares of listed US companies. At least 80% of the Scheme will be invested in the shares of listed US companies, which are those listed in the United States, domiciled in the United States, or which have significant US business operations.

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

19 Feb 2001

Domicile

United Kingdom

UCITS

Yes

Lead manager

Matt Burgess

Lead manager start date

29 Apr 2024

Lead fund manager biography

Matt has been a senior member of the equity fund management team since joining RLAM in May 2016 and has driven the expansion of RLAM’s quantitative equity capability. His team are responsible for the design, implementation and management of RLAM’s enhanced index strategies and equity solutions in addition to providing quantitative support to the broader active equity franchise. Matt has over 20 years’ experience in equities in senior roles on both the buy and sell side. Prior to joining RLAM Matt was a Director in Citigroup’s Global Quantitative Research team, advising large institutional clients on the design and strategic implementation of systematic strategies. Before Citigroup he held a similar role at JP Morgan in Quantitative Equity research and strategy. Matt and his team designed and implement the successful Global Enhanced Equity and US Equity strategies and provide the centralised infrastructure from which both the Quantitative and Global Equity teams manage over £50bn of assets. Matt has a BSc in Management Sciences from the University of Southampton.

Lead manager

Simon Davies

Lead manager start date

29 Apr 2024

Lead fund manager biography

Simon joined the team as a Trainee Fund Manager in January 2019 following a successful one year secondment. He joined Royal London Asset Management’s investment support team in August 2013 after completing a BSc in Economics from Loughborough University. Simon’s responsibilities cover supporting both passive and active systematic funds and improving systems and infrastructure across the desk. Simon is a CFA charter holder.

Head office

80 Fenchurch Street London EC3M 4BY United Kingdom

London

United Kingdom

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Important Information

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