Royal London Sustainable Diversified Trust Class C Acc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
250.10p
0.50p (+0.20%)
Fund Code
COSDA
B79LTQ1
GB00B79LTQ12
Prices updated as at 24 Dec 2024
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Unit Trust |
Fund manager | Mike Fox, Sebastien Beguelin, George Crowdy |
254.9 | |
227.2 | |
Fund comparative index | IA Mixed Investment 20-60%Shares |
Mixed Investment 20-60% Shares | |
- | |
0.77 | |
0.08 | |
0.00 | |
GBP Allocation 40-60% Equity | |
No | |
Fund provider | RLUM Limited |
Share class launch date | 04 Dec 2012 |
£3.64b | |
- | |
1.60 | |
- | |
Quarterly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.