RLBF II Royal London Ethical Bond Z Inc

Fund

Fund Info

  • Yield History4.34%
  • 3 Year sharpe-
  • 3 Year alpha3.12
  • Distribution Typeincome
  • BenchmarkMarkit iBoxx GBP NonGilts TR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.37%
  • Sector-
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00BJ4KSZ90

Investment Strategy

The investment objective of the Fund is to maximise income and to maintain capital over the medium (5 years) to long term (7 years) by investing predominantly in Sterling bonds, including floating rate notes, issued by companies and organisations which meet the Fund's predefined ethical criteria.