Royal London Sustainable Mgd Gr C Inc

Fund

Fund Info

  • Yield History2.71%
  • 3 Year sharpe1.34
  • 3 Year alpha2.85
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 0 - 35% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.69%
  • SectorMixed Investment 0-35% Shares
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B8K34M44

Investment Strategy

The investment objective is to provide a total return by way of accumulated income, with some capital growth. The Scheme invests mainly in fixed income securities with some equities, mainly in the United Kingdom. Investments in the Scheme will adhere to the Cooperative Investments ethical investment policy.