Royal London Sustainable Diversified Trust Class A Inc

Category GBP Allocation 40-60% Equity


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Last buy/sell price

261.20p

arrow-up0.30p (+0.11%)

Fund Code

B3PXJV8

GB00B3PXJV84

Prices updated as at 27 Mar 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.

Fund statusOpen
Fund typeUnit Trust
Fund managerMike Fox, Sebastien Beguelin, George Crowdy
262.3
225.3
Fund comparative indexIA Mixed Investment 20-60%Shares
Mixed Investment 20-60% Shares
-
1.17
0.08
-
GBP Allocation 40-60% Equity
No
Fund providerRLUM Limited
Share class launch date24 Jul 2009
£3.48b
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-
-
Quarterly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.