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Royal London UK Income With Growth Trust A Inc

Ranked 107 out of 219 in - Aggressive GBP over 12 months
All calculations are in GBP

Managed by

Joe Walters

RLAM`s Joe Walters is manages the CIS Income with Growth Trust and manages it along with a number of institutional portfolios which he has managed for the last three years. Previously Joe managed the CIS UK Growth Trust for over 10 years. Prior to that he managed the CIS UK Income with Growth Trust. Walters has over 20 years of industry experience and previously held roles as an investment analyst covering a number of consumer sectors, both at The Co-operative Asset Management and as a regional stockbroker. He is an Associate Member of the Society of Investment Analysts and an ongoing Associate of the CFA, UK.


The CIS UK Income with Growth Trust aims to provide an above-average and growing income, together with some capital appreciation, from a diverse portfolio of UK securities comprising mainly higher yielding equities in any economic sector, but including some fixed-interest securities.


Aggressive GBP over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 5.6% -3.3% -2.9%
2014 4.2% 0.0% 1.5% 0.0% 2.7%
2013 20.8% 9.9% -0.1% 3.6% 6.2%
2012 13.0% 5.1% 0.1% 4.9% 2.5%
2011 -3.0% -0.1% 1.5% -10.3% 6.7%
2010 14.4% 6.1% -6.0% 10.2% 4.1%
2009 21.0% -10.0% 10.5% 16.9% 4.0%
2008 -22.2% -7.4% -2.3% -8.5% -6.0%
2007 3.5% 1.4% 0.6% -1.6% 3.0%
2006 18.5% 9.5% -3.4% 5.2% 6.5%
2005 19.4% 2.6% 3.8% 6.6% 5.2%
2004 19.7% 2.7% 3.4% 4.1% 8.2%
2003 16.9% -6.0% 14.5% 3.4% 5.0%
2002 -14.8% 4.1% -6.6% -10.1% -2.6%
2001 -3.0% -2.5% 1.0% -10.0% 9.6%
2000 -4.4% -7.1% 1.2% 1.7% 0.0%
1999 1.4% 3.8% 1.6% -6.2% 2.4%
1998 14.2% 13.6% -0.4% -6.4% 7.9%
1997 28.7% 4.2% 5.7% 13.0% 3.3%
1996 13.6% 0.6% 1.8% 5.4% 5.2%
1995 5.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 3.77
BT Group PLC ORD 3.57
Imperial Tobacco Group PLC ORD 3.35
GlaxoSmithKline PLC ORD 3.18
National Grid PLC ORD 2.95
British American Tobacco PLC ORD 2.77
Royal Dutch Shell Plc B ORD 2.56
Vodafone Group PLC ORD 2.47
United Utilities Group PLC ORD 2.42
Severn Trent PLC ORD 2.40

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/09/1989
  • Share Class size389Mn
  • Base currencyGBP
  • ISIN GB0001598050

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000


  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).