Royal London Sustainable Mgd Inc C Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.10%
  • 3 Year sharpe0.98
  • 3 Year alpha0.95
  • Distribution Typeincome
  • 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
  • ISINGB00B84PHQ15

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).

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