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Royal London US Growth Inclusive - Income (GBP)

Sell:271.80p Buy:271.80p Change: 2.30p (0.85%)
Prices as at 3 July 2020
Sell:271.80p
Buy:271.80p
Change: 2.30p (0.85%)
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 3 July 2020
Sell:271.80p
Buy:271.80p
Change: 2.30p (0.85%)
Prices as at 3 July 2020
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

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

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

03/07/15 to 03/07/16 03/07/16 to 03/07/17 03/07/17 to 03/07/18 03/07/18 to 03/07/19 03/07/19 to 03/07/20
Annual return 8.17% 26.23% 8.72% 9.19% 7.91%

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.

Fund Management Group Comment

Royal London Asset Management (RLAM) is part of the Royal London Group and was established in 1988. The acquisitions of Scottish Life In 2001, and Scottish Provident and Phoenix Life Assurance in 2008 boosted the assets under management at the group, and it now looks after a diverse range of assets including fixed income, equities, cash and property. RLAM offers a wide choice of funds for investors. The company's forte is in the provision of income portfolios and its philosophy is that all well-diversified portfolios should include an element of income.

Information about the fund

Fund manager biography

manager photo
Manager Name: Richard Marwood
Manager start date: 1 January 2018
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