Comparing 3 funds
Returns, costs and exposure side by side, with sources and dates below.
Royal London UK Core Equity Tilt Fund
Legal & General UK Index Trust
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Sector exposure
AI comparison
Side by side
| Metric | Global Bond Fund | Royal London UK Core Equity Tilt Fund | Legal & General UK Index Trust |
|---|---|---|---|
| 1 year returnHighest in bold | ▼ −0.1% | ▲ +16.7% | ▲ +17.2% |
| 3 year returnHighest in bold | ▲ +5.5% | ▲ +51.6% | ▲ +51.2% |
| 5 year returnHighest in bold | ▲ +4.7% | ▲ +69.8% | ▲ +64.2% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q2 of 32 representative funds | Q2 of 2,134 representative funds | Q1 of 2,176 representative funds |
| Ongoing charge (OCF) | |||
| Fund size, GBPLargest in bold | £13.2B | £7.5B | £7.5B |
| Volatility, 1 year FE, as at 3 Jul 2026 | 4.1% | 11.6% | 10.8% |
| Sharpe ratio, 1 year FE, as at 3 Jul 2026 | 0.29 | 1.64 | 1.67 |
| Style | Active | Active | Passive |
| FE sector | GL Bond Aggregate LT | GL Equity United Kingdom | Gl Equity - UK |
| Share class | INST Income USD · USD | Z Acc GBP · GBX | R GBP Accumulation · GBX |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.