Royal London Sustainable Managed Growth Trust Class C Acc

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

196.70p

arrow-up0.20p (+0.10%)

Fund Code

COSMA

B8H7XS8

GB00B8H7XS88

Prices updated as at 21 Oct 2026

Prices in GBX

Investment objective

The Scheme’s financial objective is to achieve a total return over the medium term, which should be considered as a period of 3-5 years. There is however no certainty or promise that the Scheme will achieve this objective.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document , 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.

Company name

RLUM Limited

Fund launch date

04 Dec 2012

Domicile

United Kingdom

UCITS

Yes

Lead manager

Shalin Shah

Lead manager start date

01 Sep 2020

Lead fund manager biography

Shalin joined Royal London Asset Management's Fixed Income team in 2008, and is an experienced senior fund manager, responsible for managing corporate bond portfolios including RL Corporate Bond Fund, Sustainable Managed Income, Sustainable Managed Growth and Diversified Asset-Backed Securities funds. Since joining he has been involved in the development and management of Royal London Asset Management’s Buy & Maintain proposition, and remains responsible for managing a range of buy & maintain and active portfolios. Prior to joining Royal London Asset Management, Shalin worked at PricewaterhouseCoopers LLP where he was involved in advising clients on a variety of investment solutions, including LDI and strategic asset allocation. Shalin holds a BSc in MORSE (Mathematics, Operational Research, Statistics and Economics) from the University of Warwick and is a qualified actuary.

Lead manager

Matt Franklin

Lead manager start date

31 Jan 2022

Lead fund manager biography

Matt is responsible for the management of a variety of sterling corporate bond portfolios, as co-manager of Royal London Sustainable Corporate Bond, Sustainable Managed Growth, Corporate Bond Monthly Income and Corporate Bond, as well as several segregated portfolios. He joined Royal London Asset Management’s Credit team in 2014 as a credit analyst, building a deep understanding of both unsecured corporate bonds and asset backed securities across a variety of sectors, as well as playing a key role in the development of the team’s approach to ESG integration. Matt has a degree in Economics from Durham University, is a CFA Charterholder, and a Certified Financial Risk Manager (FRM).

Head office

80 Fenchurch Street London EC3M 4BY United Kingdom

London

United Kingdom

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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.

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