Royal London UK Broad Equity Tilt

Select share classes

There is only one type of share class for this fund.

Royal London UK Broad Equity Tilt Fund Class Z Accumulation

Category UK Large-Cap Equity

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

Last buy/sell price

£1.503/£1.503

arrow-up£0.004 (+0.27%)

Fund Code

ROTZA

BPBJRB0

GB00BPBJRB09

Prices updated as at 18 Dec 2025

Prices in GBP

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 the 600 largest UK companies by market capitalisation listed on the London Stock Exchange. 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 assets 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

03 Dec 2021

Domicile

United Kingdom

UCITS

Yes

Fund manager

Nils Jungbacke

Manager start date

03 Dec 2021

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.

Fund manager

Michael Sprot

Manager start date

03 Dec 2021

Fund manager biography

Michael joined the team as a Junior Passive Fund Manager in March 2016. Michael joined Royal London Asset Management in January 2009 working across the Performance and Asset Allocation functions, most recently as Unitised Performance team leader. Previously he worked in Equity Performance Measurement at JPMorgan Asset Management and Performance Measurement at Northern Trust. Before that he completed an MA in Finance and Investment at Exeter University and a BA joint hons in Computing and Accounting & Finance at the University of Kent. Michael is a CFA charter holder.

Head office

80 Fenchurch Street United Kingdom

London

United Kingdom

EC3M 4BY

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