LSE - Delayed Quote GBP
Royal London UK Equity Income M Acc (0P0000YQN6.L)
2.8640
+0.0210
+(0.74%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.73% |
| 5y Average Return | 11.93% |
| Number of Years Up | 11 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 35.46% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 35.46% |
| Worst 3Y Total Return | -1.63% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000YQN6.L
Category
- YTD
- 2.28%
- 0.00%
- 1-Month
- -2.75%
- 0.00%
- 3-Month
- 2.28%
- 0.00%
- 1-Year
- 6.45%
- 0.00%
- 3-Year
- 6.60%
- 0.00%
- 5-Year
- 12.54%
- 0.00%
- 10-Year
- 6.13%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000YQN6.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.15% | 5.35% | 1.61% | -2.78% |
| 2023 | 2.14% | -0.84% | 2.96% | 5.71% |
| 2022 | 2.24% | -7.25% | -4.81% | 13.36% |
| 2021 | 6.96% | 6.51% | 2.71% | 3.59% |
| 2020 | -29.26% | 10.23% | -3.89% | 13.52% |
| 2019 | 9.92% | 2.91% | 2.48% | 6.86% |
| 2018 | -6.38% | 9.24% | -0.79% | -10.97% |
| 2017 | 4.00% | 3.90% | 0.95% | 3.40% |
| 2016 | -1.84% | 2.26% | 9.47% | 1.04% |
| 2015 | 4.55% | -1.65% | -3.44% | 6.64% |
| 2014 | 2.78% | -0.15% | -0.23% | 4.92% |
| 2013 | 12.71% | 1.67% | 8.89% | 8.56% |
| 2012 | 9.59% | -1.50% | 7.32% | 4.67% |
| 2011 | 1.86% | 2.40% | -11.14% | 6.40% |
| 2010 | 5.12% | -8.96% | 13.82% | 8.56% |
| 2009 | -11.67% | 11.72% | 22.74% | 4.31% |
| 2008 | -10.77% | -4.42% | -9.67% | -6.26% |
| 2007 | 2.00% | 2.17% | -2.01% | -0.91% |
| 2006 | 9.03% | -2.33% | 4.66% | 7.74% |
| 2005 | 3.87% | 4.82% | 5.63% | 4.65% |
| 2004 | 0.30% | 2.59% | 3.93% | 6.51% |
| 2003 | -5.33% | 10.86% | 2.83% | 7.37% |
| 2002 | 4.32% | -8.52% | -13.90% | 3.77% |
| 2001 | -7.30% | 3.87% | -13.52% | 9.07% |
| 2000 | -6.26% | 1.80% | -0.38% | 2.02% |
| 1999 | 6.60% | 2.05% | -5.35% | 11.97% |
| 1998 | 13.55% | -0.79% | -12.55% | 13.25% |
| 1997 | 6.44% | 3.76% | 13.23% | -0.06% |
| 1996 | 3.49% | 1.35% | 7.24% | 3.94% |
| 1995 | 3.33% | 3.63% | 8.12% | 4.74% |
| 1994 | -6.98% | -5.38% | 2.74% | 1.26% |
| 1993 | 9.72% | 1.31% | 9.96% | 10.03% |
| 1992 | 2.42% | 6.48% | -3.88% | 15.32% |
| 1991 | 16.08% | -2.49% | 9.40% | -10.74% |
| 1990 | -5.77% | 3.51% | -15.01% | 6.67% |
| 1989 | 14.38% | 0.83% | 8.07% | 2.15% |
| 1988 | 4.86% | 6.12% | 2.56% | -2.20% |
| 1987 | 25.69% | 14.60% | 6.81% | -21.40% |
| 1986 | 21.08% | 4.76% | -3.07% | 5.11% |
| 1985 | 9.87% | 3.43% | 7.34% | 5.95% |
| 1984 | 9.19% | 10.20% | -- | -- |
Rank in Category (By Total Return)
| YTD | 48 |
| 1-Month | 57 |
| 3-Month | 48 |
| 1-Year | 60 |
| 3-Year | 31 |
| 5-Year | 27 |
Load Adjusted Returns
| 1-Year | 6.45% |
| 3-Year | 6.60% |
| 5-Year | 12.54% |
| 10-Year | 6.13% |
Performance & Risk
| YTD Return | 3.73% |
| 5y Average Return | 11.93% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Royal London Unit Trust Managers Ltd |
| Net Assets | 1.1B |
| YTD Return | 2.28% |
| Yield | 4.05% |
| Morningstar Rating | |
| Inception Date | Nov 26, 2012 |
Fund Summary
Fund Summary Information Not Available
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