Royal London Sustainable Diversified Trust B AccRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.2 | 11.6 | -16.6 | 12.9 | 7.6 | |
+/-Cat | 9.1 | 3.6 | -6.2 | 5.4 | -0.4 | |
+/-B’mrk | 7.9 | 3.6 | -7.4 | 3.7 | -2.1 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 10/12/2024 | GBX 247.60 | |
Day Change | -0.44% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00B8JGMV91 | |
Fund Size (Mil) 10/12/2024 | GBP 3669.53 | |
Share Class Size (Mil) 10/12/2024 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 31/07/2024 | 1.01% |
Morningstar Research |
Analyst Report | 01/11/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Royal London Sustainable Diversified is a solid choice for investors looking for a fairly balanced exposure to equities and bonds via a sustainability approach that has been employed in a disciplined manner over time. We reaffirm a Morningstar... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Royal London Sustainable Diversified Trust B Acc |
The Scheme’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing in fixed income securities and shares that are deemed to make a positive contribution to society. Fixed income exposure will be primarily in the UK. Investments in the Scheme will adhere to the Investment Adviser’s ethical and sustainable investment policy. A maximum of 60% 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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Management | ||
Manager Name Start Date | ||
Mike Fox 24/07/2009 | ||
Sebastien Beguelin 01/04/2021 | ||
Click here to see others | ||
Inception Date 04/12/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 20-60%Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Royal London Sustainable Diversified Trust B Acc | 31/10/2024 |
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