Quick Stats

Bid Price - Offer Price -
Mid Price GBX 1,102.00 Day Change GBX -3.00 (-0.27%)
Price Date 8 Dec 2017 Crown Rating 2
Shares Class Inc. Yield 2.41 %
Total Expense Ratio 1.30 Fund Size 642,177,033.51
Launch Date 01/08/1997 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.30
ISIN GB00B66DT185 Min TopUp (£) 100.00

Fund Objective

The fund seeks to achieve capital growth. Offering broad UK market exposure, the RL UK Equity Fund draws on the manager's top down investment process and focuses on earnings momentum as a key driver of future share price performance.

Fund Managers

Ivor Pether
Ivor has worked within the Royal London Group since 1984, joining RLAM on its inception in 1988. Initially managing income unit trusts, and then the RL Staff Pension Fund, in 1989 he assumed responsibility for the management of the UK equity component of the Royal London Life Fund. Prior to joining Royal London, he spent two years as an economist at SIA Computer Services, having begun his career as a base metals analyst at CRU. Ivor has a BSc in Economics from the University of Bristol and an MA in Economics from the University of Warwick. He is a member of the Associate of the Institute of Investment Management & Research (subsequently renamed the CFA Society of the UK).