Royal London Sustainable Diversified Trust Class A Inc

Category GBP Allocation 40-60% Equity
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Last buy/sell price

256.50p

arrow-down-0.10p (-0.04%)

Fund Code

B3PXJV8

GB00B3PXJV84

Prices updated as at 26 Apr 2024
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Prices in GBX
Investment objective
The Scheme’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing in fixed income securities and shares that are deemed to make a positive contribution to society. Fixed income exposure will be primarily in the UK. Investments in the Scheme will adhere to the Manager’s ethical and sustainable investment policy. A maximum of 60% of the Scheme’s assets will be invested in the shares of companies globally. These will be businesses that are listed on stock exchanges in their respective countries.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
1.17
0.08
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 01 Apr 2024pdf
Annual Reports 31 Jul 2023pdf
Annual Short Report 31 Jul 2023pdf
Interim Short Report 31 Jul 2023pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.