Royal London Sustainable World Trust Class C Inc

Category GBP Allocation 80%+ Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

377.90p

arrow-up9.10p (+2.47%)

Fund Code

COWDI

B8GG632

GB00B8GG6326

Prices updated as at 01 Apr 2026

Prices in GBX

Investment objective

The Scheme’s financial objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years. At least 50%, up to a maximum of 85%, of the Scheme’s assets is invested in the shares of companies globally. These are 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 , SDR Consumer facing disclosure, 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 performance (%)

Year	This fund	GBP Allocation 80%+ Equity
31 Dec 15 - 31 Dec 16	16.22	14.13
31 Dec 16 - 31 Dec 17	18.13	12.71
31 Dec 17 - 31 Dec 18	-3.09	-7.20
31 Dec 18 - 31 Dec 19	30.03	18.06
31 Dec 19 - 31 Dec 20	20.22	6.91
31 Dec 20 - 31 Dec 21	17.68	13.56
31 Dec 21 - 31 Dec 22	-16.97	-9.80
31 Dec 22 - 31 Dec 23	15.18	9.43
31 Dec 23 - 31 Dec 24	11.32	10.96
31 Dec 24 - 31 Dec 25	14.10	12.08

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	-0.14	0.15
1 Month	-7.57	-7.07
3 Months	-3.63	-2.46
6 Months	0.90	1.07
1 Year	14.97	11.94
3 Years annualised	10.44	9.08
5 Years annualised	7.16	5.75

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.