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

592.60p

arrow-up2.70p (+0.46%)

Fund Code

COUSG

3003835

GB0030038359

Prices updated as at 12 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.

Annual performance (%)

Year	This fund	US Large-Cap Blend Equity
30 Sep 14 - 30 Sep 15	2.66	2.93
30 Sep 15 - 30 Sep 16	32.59	30.79
30 Sep 16 - 30 Sep 17	15.41	13.29
30 Sep 17 - 30 Sep 18	12.74	18.07
30 Sep 18 - 30 Sep 19	5.88	7.75
30 Sep 19 - 30 Sep 20	10.06	7.75
30 Sep 20 - 30 Sep 21	28.20	23.25
30 Sep 21 - 30 Sep 22	0.00	-1.36
30 Sep 22 - 30 Sep 23	14.38	9.08
30 Sep 23 - 30 Sep 24	22.36	21.01
30 Sep 24 - 30 Sep 25	13.26	13.83

Trailing returns (%)

Year	This fund	US Large-Cap Blend Equity
1 Day	0.46	0.25
1 Month	-0.90	-1.29
3 Months	6.05	5.39
6 Months	17.07	14.68
1 Year	5.89	6.53
3 Years annualised	19.02	16.14
5 Years annualised	14.35	12.68

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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