Royal London Short Term Money Market Fund Y Acc

Category GBP Money Market - Short Term

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

Last buy/sell price

-

arrow-up0.023p (+0.02%)

Fund Code

ROSTA

B8XYYQ8

GB00B8XYYQ86

Prices updated as at 03 May 2024

Prices in GBX

Investment objective

The Fund’s investment objective is to preserve capital and provide an income over rolling 12-month periods by predominantly investing in cash and cash equivalents. At least 80% of the Fund will be invested in eligible instruments as permitted by the UK Money Market Funds Regulation. These will include cash, time deposits, certificates of deposit, commercial paper, floating-rate notes, and short-dated government bonds.

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.

Growth of 1,000 as of 06 May 2024, 13:05

10Y

Annual performance (%)

Year	This fund	GBP Money Market - Short Term
31 Mar 13 - 31 Mar 14	-0.09	0.22
31 Mar 14 - 31 Mar 15	-0.08	0.23
31 Mar 15 - 31 Mar 16	0.24	0.30
31 Mar 16 - 31 Mar 17	0.30	0.29
31 Mar 17 - 31 Mar 18	0.24	0.13
31 Mar 18 - 31 Mar 19	0.65	0.51
31 Mar 19 - 31 Mar 20	0.73	0.60
31 Mar 20 - 31 Mar 21	0.07	-0.03
31 Mar 21 - 31 Mar 22	0.03	-0.10
31 Mar 22 - 31 Mar 23	2.27	1.52
31 Mar 23 - 31 Mar 24	5.20	4.15

Trailing returns (%)

Year	This fund	GBP Money Market - Short Term
1 Day	0.02	0.02
1 Month	0.43	0.25
3 Months	1.31	0.99
6 Months	2.67	2.23
1 Year	5.33	4.40
3 Years annualised	2.65	2.12
5 Years annualised	1.73	1.40

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

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.