Royal London Sustainable Div C Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.97%
  • 3 Year sharpe1.48
  • 3 Year alpha5.43
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.77%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B844WJ68

Investment Strategy

The Scheme’s investment objective is to achieve capital growth (1) over the medium term, which should be considered as a period of 3-5 years, by investing in a diverse range of asset classes, primarily in the UK that are deemed to make a positive contribution to society. 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.

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