Royal London UK FTSE4Good Tracker Fund
The following information for the Royal London UK FTSE4Good Tracker Fund is as of the 31st December 2021.
If you would like up to date information you can access this on your MyPlans account >
Fund Objective
The fund aims to achieve capital growth over the medium to long term principally by matching the performance of the FTSE4GoodTM UK Index of shares, before fees and charges are deducted. The FTSE4GoodTM UK Index selects investments that are in accordance with its own ethical criteria.
How has the fund been performing?
See how the unit price of this fund has performed over the past 5 years.
Growth to 31st Dec 2021
|
Fund name |
1 Yr |
3 Yrs |
5 Yrs |
|---|---|---|---|
|
Royal London UK FTSE4Good Tracker |
14.8% | 19.0% | 20.9% |
Change in price of units over one year period to 31st Dec 2021
|
Fund name |
2021 |
2020 |
2019 |
2018 |
2017 |
|---|---|---|---|---|---|
|
Royal London UK FTSE4Good Tracker |
14.8% | -11.8% | 17.5% | -8.1% | 10.5% |
Please remember that, with a unit-linked investment, the value of your investment may go down as well as up, and that past performance should not be seen as an indication of future performance.
Sector Allocation
The range of sector which form part of your fund and what it invests in.
Top 10 Holdings
The largest company holdings that the fund invests in.
|
Company |
% of fund |
|---|---|
|
AstraZeneca |
7.3 |
|
Unilever |
5.5 |
|
Diageo |
5.1 |
|
HSBC Holdings |
5.0 |
|
GlaxoSmithKline |
4.3 |
|
Royal Dutch Shell A |
3.6 |
|
Royal Dutch Shell B |
3.2 |
|
Rio Tinto |
2.9 |
|
BHP Group |
2.5 |
|
RELX |
2.4 |
|
Total |
41.8 |
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