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Royal London UK Mid-Cap Growth A

Ranked 7 out of 15 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Derek Mitchell

Derek Mitchell joined RLAM in July 2007 to manage the newly launched Royal London UK Special Situations Fund (now called Royal London Opportunities Fund). In August 2009, he also took over responsibility for the Royal London UK Mid Cap Growth Fund. Mitchell came to RLAM from Rutherglen Capital where he spent nine months managing a directional equity global media hedge fund. Prior to this, he built up over 20 years’ experience at F&C Asset Management and its antecedent companies, ISIS Asset Management and Royal & Sun Alliance Investment Management, managing both institutional and retail portfolios with a particular emphasis on high alpha funds.


The Fund seeks to maximise capital growth over the medium to long term, mainly through the investment in medium-sized UK companies. The remainder of investments may consist of larger or smaller companies and Exchange Traded Funds as the Manager deems strategically appropriate.

Showing fund performance in United Kingdom View performance globally


UK Medium Companies over : 31/01/2017 - 31/01/2018
  • Rank 7/15 Total Return
  • Rank 7/15 Standard Deviation
  • Rank 5/15 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 22.8% 4.0% 7.7% 5.1% 4.3%
2016 -0.2% -3.2% -8.4% 11.5% 1.0%
2015 12.6% 7.5% 3.1% -2.9% 4.6%
2014 4.9% 4.5% -5.4% 0.2% 5.9%
2013 37.5% 17.0% 0.4% 7.0% 9.4%
2012 25.1% 18.3% -6.4% 8.6% 4.0%
2011 -8.2% -0.5% 4.3% -18.0% 7.7%
2010 32.2% 5.6% -5.5% 17.6% 12.6%
2009 49.6% -0.4% 16.7% 24.8% 3.2%
2008 -23.9% -4.2% -1.0% -8.0% -12.7%
2007 -3.7% 5.6% -1.7% -6.6% -0.7%
2006 6.8% 13.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/2006
  • Share Class size411Mn
  • Base currencyGBP
  • ISIN GB00B4V70S51

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50


  • Annual management1.40%
  • Initial investment1.4

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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).