Royal London Sustainable Diversified Trust

Select share classes

Royal London Sustainable Diversified Trust Class C Acc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

252.30p

arrow-down-1.60p (-0.63%)

Fund Code

COSDA

B79LTQ1

GB00B79LTQ12

Prices updated as at 22 May 2025
|
Prices in GBX
Investment objective
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
0.77
0.08
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 19 May 2025pdf
Key Information Document / Technical Guide 17 Feb 2025pdf
Interim Report 31 Jul 2024pdf
Annual Report 31 Jan 2024pdf
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