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Royal London Global Equity Diversified Fund M Inc (0P0001DH16.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
163.40+0.60 (+0.37%)
At close: 08:00PM GMT

Royal London Global Equity Diversified Fund M Inc

55 Gracechurch Street

Management Information
Peter Rutter,Lead Manager since October 10, 2017
Peter is Head of Global Equities and a Senior Portfolio Manager with over 14 years of experience. Prior to joining Royal London Asset Management, Peter was Head of Global Equities at Waverton Investment Management, where he worked alongside Kenney and Clarke under the same team construct. Prior to this, Peter was a partner at IronBridge Capital Management for six years, where he co-managed the £3bn IronBridge Global Select equity strategy delivering a successful 5-year performance track record. Previously, he worked closely with Kenney in the global equities team at Deutsche Asset Management.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Large-Cap Blend Equity
Fund FamilyRoyal London Unit Trust Managers Ltd
Net Assets3.42B
YTD Return7.78%
Morningstar Rating★★★★
Inception DateMar 5, 2018

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001DH16.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A