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Royal London UK Income With Growth Trust A Inc

Ranked 238 out of 252 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Richard Marwood

Richard Marwood graduated from the University of Sheffield with a degree in Mechanical Engineering. He also holds a postgraduate degree in Aerodynamics from Lincoln College, University of Oxford. Richard began his investment career in 1996 by training as an equity analyst. In 1996 he started to manage a number of UK portfolios at AXA Investment Managers where he became a senior investment manager before leaving the group in 2016. Currently he works for Royal London Asset Management.

Objective

The Fund aims to provide both income and capital growth in the value of your investment over time, by investing in shares and securities of UK companies. Between 50-80% of the Funds investments are in the shares of UK companies. At least 20% of the Funds investments are in bonds issued by the UK government or by UK companies which are investment grade quality.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.5%
2017 6.9% 2.6% 1.1% 0.2% 2.8%
2016 7.8% -1.1% 1.6% 6.4% 0.8%
2015 3.0% 5.6% -3.3% -2.9% 3.9%
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 19.0% 5.4% 1.1% 6.1% 5.2%
1994 -6.7% -3.2% -8.0% 3.9% 0.8%
1993 30.6% 10.6% 0.2% 8.9% 8.2%
1992 24.1% 5.2% 3.6% 1.3% 12.3%
1991 11.8% 16.5% -3.1% 10.8% -10.6%
1990 -5.7% -4.3% 5.9% -14.4% 8.7%
1989 13.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/09/1989
  • Share Class size364Mn
  • Base currencyGBP
  • ISIN GB0001598050

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment1.5

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