Royal London Sustainable Diversified Trust

Select share classes

Royal London Sustainable Diversified Trust Class C Acc

Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

244.10p

arrow-up0.20p (+0.08%)

Fund Code

COSDA

B79LTQ1

GB00B79LTQ12

Prices updated as at 28 Mar 2024
|
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
244.9
208.8
Fund comparative indexIA Mixed Investment 20-60%Shares
Mixed Investment 20-60% Shares
-
0.77
0.08
0.00
GBP Allocation 40-60% Equity
No
Fund providerRLUM Limited
Share class launch date04 Dec 2012
£3.48b
-
1.14
-
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

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