Royal London UK Opportunities R Acc
| Shares Class | Inc. |
|---|---|
| Yield | 2.24 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 2.24 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 830,826,413.00 | Launch Date | 20/07/2007 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BGDYFR21 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.0400 (on 31/12/2020) |
The Fund’s investment objective is to achieve capital growth over the medium term (3-5 years) by investing at least 80% in the shares of UK companies listed on the London Stock Exchange. The Fund’s performance target is to outperform, after the deduction of charges, the FTSE All-Share Total Return GBP Index (the "Index") over rolling 5-year periods. For further information on the Fund's index, please refer to the Prospectus.
Craig Yeaman
Craig Yeaman joined RLAM in November 2017 from Saracen Fund Managers to take over the running of the RL UK Opportunities Fund. Craig started his fund management career in 1999 at Clydesdale Bank before joining Glasgow Investment Managers in 2001 where he was Manager of both Shires Income PLC and Shires Smaller Companies PLC Investment Trusts. In August 2007, following the takeover of GIM, Craig transferred to Aberdeen Asset Management before joining Saracen Fund Managers in 2008. Whilst at Saracen, Craig managed their UK Alpha Fund for nine years achieving top quartile performance. Craig has a degree in Economics and Marketing from Strathclyde University.
| Name | Weight |
|---|---|
| Basic Materials | 10.00% |
| Consumer Goods | 15.00% |
| Consumer Services | 12.00% |
| Financials | 21.00% |
| Health Care | 1.00% |
| Industrials | 33.00% |
| Oil & Gas | 2.00% |
| Technology | 2.00% |
| Name | Weight |
|---|---|
| ASHTEAD GROUP | 6.00% |
| MELROSE INDUSTRIES PLC | 5.00% |
| INTERMEDIATE CAPITAL GROUP | 4.00% |
| JD SPORTS FASHION PLC | 4.00% |
| PRUDENTIAL PLC | 4.00% |
| RIO TINTO | 4.00% |
| B & M EUROPEAN VALUE RETAIL SA | 3.00% |
| BERKELEY GROUP HLDGS PLC (THE) | 3.00% |
| DCC | 3.00% |
| SYNTHOMER PLC | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.