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Royal London US Tracker Class Z - Accumulation (GBP)

Sell:708.80p Buy:708.80p Change: 6.60p (0.92%)
Prices as at 18 April 2024
Sell:708.80p
Buy:708.80p
Change: 6.60p (0.92%)
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 18 April 2024
Sell:708.80p
Buy:708.80p
Change: 6.60p (0.92%)
Prices as at 18 April 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

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

18/04/19 to 18/04/20 18/04/20 to 18/04/21 18/04/21 to 18/04/22 18/04/22 to 18/04/23 18/04/23 to 18/04/24
Annual return 5.69% 34.20% 11.10% -0.15% 22.06%

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: JoJo Chen
Manager start date: 4 January 2021
Manager located in: TBC

JoJo Chen joined RLAM as a Passive Fund Manager in June 2016. Prior to joining RLAM she was an assistant fund manager at UBS Asset Management, mainly looking after various passive index linked funds/ETFs. Her previous positions include business unit controller in the UBS investment banking division,... monitoring equity derivatives and a role as an equity derivative financial analyst at Bank of America Merrill Lynch. JoJo also spent three years at KPMG LLP before moving into the banking/asset management industry. She is a CFA charter holder and qualified accountant (ACCA).

manager photo
Manager Name: Nils Jungbacke
Manager start date: 4 January 2021
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.

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