Royal London Sustainable World C Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.33%
  • 3 Year sharpe1.20
  • 3 Year alpha8.49
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.77%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupRoyal London
  • DomicileUnited Kingdom
  • ISINGB00B8GG6326

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 mainly in the shares of companies globally listed on stock exchanges 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. The Scheme is actively managed, meaning that the portfolio manager will use their expertise to select investments to meet the objective. At least 50%, up to a maximum of 85%, 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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