Royal London UK Equity Income Fund

Select share classes

Royal London UK Equity Income M GBP Acc

Category UK Equity Income

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

Last buy/sell price

329.80p/329.80p

arrow-up1.50p (+0.46%)

Fund Code

ROUMA

B8Y4ZB9

GB00B8Y4ZB91

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.

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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