Royal London Sustainable Managed Growth Trust Class C AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.6 | 4.7 | -17.4 | 11.6 | 0.0 | |
+/-Cat | 6.7 | 1.2 | -7.1 | 5.3 | 0.2 | |
+/-B’mrk | 5.4 | 1.0 | -6.4 | 3.8 | -0.2 | |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 28/03/2024 | GBX 175.20 | |
Day Change | 0.00% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | Mixed Investment 0-35% Shares | |
ISIN | GB00B8H7XS88 | |
Fund Size (Mil) 28/03/2024 | GBP 802.04 | |
Share Class Size (Mil) 28/03/2024 | GBP 519.73 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.67% |
Morningstar Research |
Analyst Report | 08/11/2023 Tom Mills, Senior Analyst Morningstar, Inc |
Royal London Sustainable Managed Growth is a solid choice for investors looking for modest income and capital growth from a portfolio centred around bonds, with some exposure to equities, via a sustainability approach that has been employed in a... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Royal London Sustainable Managed Growth Trust Class C Acc |
The Scheme’s investment objective is to achieve a total return over the medium term, which should be considered as a period of 3-5 years, by investing mainly in sterling-denominated bonds, with some exposure to the shares 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. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Matt Franklin 04/12/2012 | ||
Rachid Semaoune 31/01/2022 | ||
Click here to see others | ||
Inception Date 04/12/2012 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 0 - 35% Shares | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Royal London Sustainable Managed Growth Trust Class C Acc | 29/02/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|