Royal London Sustainable Mgd Inc C Acc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.00%
  • 3 Year sharpe0.94
  • 3 Year alpha1.1
  • Distribution Typeaccumulation
  • BenchmarkMarkit iBoxx GBP NonGilts TR
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.59%
  • IA Sector£ Corporate Bond
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B8HNKY10

Investment Strategy

The Scheme’s investment objective is to achieve an income (1) over a 12-month period that consistently exceeds typical cash deposit rates (measured by SONIA), paid out on a monthly basis, by predominantly investing in sterling-denominated bonds (2) 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. Typically, 80% of the Scheme’s assets will be invested in a diversified portfolio of sterling-denominated bonds or bonds hedged back to sterling (there is no formal restriction).

Latest news

Currently there for this fund. Visit our news hub for other news .