Royal London UK Equity Income A
Category UK Equity Income
Last buy/sell price
920.90p
4.40p (+0.48%)
Fund Code
B67N865
GB00B67N8655
Prices updated as at 12 Dec 2025
Prices in GBX
Investment objective
The Fund's investment objective is to achieve a total return over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in the shares of UK companies listed on the London Stock Exchange. At least 50% of the Fund 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 Fund's assets may be invested in the shares of companies that are not UK companies, but which are listed in the UK.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Royal London Unit Trust Managers Ltd
Fund launch date
11 Apr 1984
Domicile
United Kingdom
UCITS
Yes
Lead manager
Richard Marwood
Lead manager start date
08 Feb 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
Max Newman
Manager start date
11 Nov 2024
Fund manager biography
Max serves as the deputy fund manager of the UK Equity Income Fund and the UK Dividend Growth Fund. He joined Royal London Asset Management in September 2024 from Atomos Investments, where he managed multi-asset funds with responsibility for equity allocations. He has 10 years of experience covering UK equities and was previously a Portfolio Manager at Julius Baer, where he managed the core UK equity product. He has a first-class honours degree in Economics, Finance and International Business from Oxford Brookes University and is a CFA charterholder.
Head office
80 Fenchurch Street United Kingdom
London
United Kingdom
EC3M 4BY
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