Royal London Sustainable Mgd Gr C Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.14%
  • 3 Year sharpe1.11
  • 3 Year alpha2.1
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 0 - 35% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.67%
  • IA SectorMixed Investment 0-35% Shares
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B8K34M44

Investment Strategy

The Scheme’s investment objective is to achieve a total return (1) over the medium term, which should be considered as a period of 3-5 years, by investing mainly in sterling-denominated bonds (2), with some exposure to the shares of UK companies, 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. At least 65% of the Scheme will be invested in bonds (typically sterling-denominated), both government and corporate. Between 30% and 70% of the Scheme's investment will be in investment grade corporate bonds.

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