Royal London Sustainable Managed Growth Trust Class C AccRegister to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -1.0 | 13.0 | 10.6 | 4.7 | -9.5 |
| +/-Cat | 2.8 | 3.9 | 6.7 | 1.2 | -4.4 |
| +/-B’mrk | - | - | 5.4 | 1.0 | -3.2 |
| Category: GBP Allocation 20-40% Equity | ||||||
| Category Benchmark: Morningstar UK Mod Caut Tgt... | ||||||
| Key Stats | ||
| NAV 19/05/2022 | GBX 163.10 | |
| Day Change | -1.09% | |
| Morningstar Category™ | GBP Allocation 20-40% Equity | |
| IA (formerly IMA) Sector | Mixed Investment 0-35% Shares | |
| ISIN | GB00B8H7XS88 | |
| Fund Size (Mil) 19/05/2022 | GBP 1169.83 | |
| Share Class Size (Mil) 19/05/2022 | GBP 821.24 | |
| Max Initial Charge | - | |
| Ongoing Charge 26/03/2021 | 0.67% | |
| Morningstar Research |
| Analyst Report |
Shalin Shah has only been lead manager of Royal London Sustainable Managed Growth since October 2020. Despite his longer track record being on dedicated fixed-income mandates, we believe the high overlap with the Royal London UK Corporate Bond... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Royal London Sustainable Managed Growth Trust Class C Acc |
| 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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| Management | ||
Manager Name Start Date | ||
Shalin Shah 01/09/2020 | ||
Inception Date 04/12/2012 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| IA Mixed Invest 0 - 35% Shares | Morningstar UK Mod Caut Tgt Alloc NR GBP |
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| Portfolio Profile for Royal London Sustainable Managed Growth Trust Class C Acc | 31/03/2022 |
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