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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Royal London Equity Funds ICVC-Royal London UK Broad Equity Tilt Fund S Acc GBP: holdings, performance and fees
1Y return+21.0%
3Y return+57.4%
OCF (ongoing charge)0.05%
Top 10 holdings
| Holding | Weight |
|---|---|
| HSBC HOLDINGS PLC | 8.2% |
| SHELL PLC NPV | 5.7% |
| ASTRAZENECA PLC | 5.7% |
| ROLLS ROYCE ORD GBP0.2 | 4.1% |
| UNILEVER PLC ORD GBP0.00031111 | 3.3% |
| BRITISH AMERICAN TOBACCO P.L.C. | 2.6% |
| RIO TINTO PLC | 2.5% |
| BP P.L.C. | 2.4% |
| GSK PLC | 2.3% |
| BARCLAYS PLC | 2.2% |
Top sectors
- Financials34.8%
- Industrials12.1%
- Consumer Staples11.5%
- Health Care9.7%
- Energy8.5%
Top countries
- United Kingdom90.7%
- Switzerland2.0%
- Ireland1.4%
- Guernsey Channel Islands0.8%
- Canada0.8%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN