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Royal London UK Equity Income Class M - Accumulation (GBP)

Sell:274.40p Buy:274.40p Change: 0.30p (0.11%)
Prices as at 30 December 2024
Sell:274.40p
Buy:274.40p
Change: 0.30p (0.11%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 30 December 2024
Sell:274.40p
Buy:274.40p
Change: 0.30p (0.11%)
Prices as at 30 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

27/12/19 to 27/12/20 27/12/20 to 27/12/21 27/12/21 to 27/12/22 27/12/22 to 27/12/23 27/12/23 to 27/12/24
Annual return -15.33% 20.26% 2.33% 10.42% 6.68%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Joe Walters
Manager start date: 29 April 2024
Manager located in: London

Joe currently manages a number of institutional mandates, having previously managed the CIS UK Growth Trust for over 10 years. Prior to that he managed the CIS UK Income with Growth Trust for over nine years, during which time it was awarded the best performing Fund in the UK Equity with Bond sector for the 5 years to December 1998. Joe has over 20 years of industry experience and previously held roles as an investment analyst covering a number of consumer sectors, such as general retail, beverages and tobacco, both at The Co-operative Asset Management and as a regional stockbroker. He qualified as an Associate Member of the Society of Investment Analysts in 1993 and is an ongoing Associate of the CFA, UK.

manager photo
Manager Name: Richard Marwood
Manager start date: 8 February 2021
Manager located in: TBC

Richard Marwood joined RLAM in 2016, having worked at AXA Investment Managers for the preceding 19 years. He has run a wide range of UK Equity and multi-asset class 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 from Oxford University.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now