Royal London US Equity Tilt Fund Z Accumulation

Category US Large-Cap Blend Equity

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

Last buy/sell price

905.60p

arrow-up3.50p (+0.39%)

Fund Code

RLEZA

B5172X1

GB00B5172X16

Prices updated as at 19 Dec 2025

Prices in GBX

Investment objective

The Fund’s investment objective is to deliver capital growth and income over the medium term, which should be considered as a period of 3-5 years, by primarily investing in companies included in the FTSE USA GBP Net Total Return Index (the “Index”). The Fund will invest at least 70% of its assets in shares of companies that belong to the Index. The Fund's manager, however, will typically invest around 90% of the Fund's asset in companies that belong to the Index.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, 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

Royal London Unit Trust Managers Ltd

Fund launch date

24 Aug 2007

Domicile

United Kingdom

UCITS

Yes

Lead manager

Nils Jungbacke

Lead manager start date

04 Jan 2021

Lead fund manager biography

Nils joined Royal London Asset Management in January 2018 from HSBC Global Asset Management to help manage the passive equity fund range and participate in the expansion of RLAM’s quantitative capabilities. Nils started his career in 1997 at Old Mutual Asset Managers, after which he joined Barclays Global Investors to manage UK equity active quantitative portfolios. In 2001, Nils joined HSBC and built a multi-factor quantitative equities product, achieving a long-term track record of outperforming global equity benchmarks. Nils has a Masters in Financial Mathematics from Kings College London, and a Master in Materials Science from the University of Cape Town and is a CFA charter holder.

Lead manager

JoJo Chen

Lead manager start date

04 Jan 2021

Lead fund manager biography

JoJo joined Royal London Asset Management as a Passive Fund Manager in June 2016. Prior to joining RLAM she was an assistant fund manager at UBS Asset Management, mainly looking after various passive index linked funds/ETFs. Her previous positions include business unit controller in the UBS investment banking division, monitoring equity derivatives and a role as an equity derivative financial analyst at Bank of America Merrill Lynch. JoJo also spent three years at KPMG LLP before moving into the banking/asset management industry. She is a CFA charter holder and qualified accountant (ACCA).

Head office

80 Fenchurch Street United Kingdom

London

United Kingdom

EC3M 4BY

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