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Royal London FTSE 350 Tracker Class Z - Accumulation (GBP)

Sell:235.20p Buy:235.20p Change: 0.40p (0.17%)
Prices as at 2 May 2024
Sell:235.20p
Buy:235.20p
Change: 0.40p (0.17%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 2 May 2024
Sell:235.20p
Buy:235.20p
Change: 0.40p (0.17%)
Prices as at 2 May 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
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

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

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

02/05/19 to 02/05/20 02/05/20 to 02/05/21 02/05/21 to 02/05/22 02/05/22 to 02/05/23 02/05/23 to 02/05/24
Annual return -18.22% 27.59% 8.44% 7.78% 7.45%

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: Nils Jungbacke
Manager start date: 4 January 2018
Manager located in: UK

Nils joined RLAM 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.

Manager Name: Michael Sprot
Manager start date: 4 January 2021
Manager located in: London

Michael joined the team as a Junior Passive Fund Manager in March 2016. Michael joined RLAM 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.

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