Royal London Sustainable Diversified Trust Class C Inc

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

202.60p

arrow-up0.40p (+0.20%)

Fund Code

COSDI

B844WJ6

GB00B844WJ68

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.

Annual charges

Product charges
	0.77
	0.08
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	25 Sep 2024	pdf
Key Information Document / Technical Guide	15 Feb 2024	pdf
Annual Reports	31 Jan 2024	pdf
Annual Short Report	31 Jan 2024	pdf
Interim Short Report	31 Jul 2023	pdf

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Important Information

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