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
200.10p
-0.20p (-0.10%)
Fund Code
COSDI
B844WJ6
GB00B844WJ68
Prices updated as at 09 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
RLUM Limited
Fund launch date
24 Jul 2009
Domicile
United Kingdom
UCITS
Yes
Lead manager
Mike Fox
Lead manager start date
24 Jul 2009
Lead fund manager biography
Mike was appointed Head of Equities in November 2024. He is also co-fund manager of the UK equity, Global equity, and Mixed Asset sustainable funds. He has been Head of Sustainable Investments since November 2003, and before being acquired by Royal London Asset Management was also Head of Equities at the Co-operative asset management between 2007 and 2013. Previously, Mike worked as a Deputy fund manager at the Co-operative employee pension fund for two years and an investment analyst. Mike originally trained and qualified as a Chartered Accountant with Ernst & Young in Manchester.
Mike has won five Fund Manager of the Year awards, in 2015, 2017, 2019, 2020 and 2021. Mike has spent most of his career assessing environmental, social and governance issues and how they influence investment decisions. He is a specialist in sustainable investing and one of the few fund managers in this area with such long tenure.
Fund manager
Sebastien Beguelin
Manager start date
01 Apr 2021
Fund manager biography
Sebastien joined the Sustainable team as a Fund Manager in October 2020. He initially joined Royal London Asset Management in 2014 as an Equity Analyst and then as a Fund manager in the European team. He co-manages the Global Sustainable Equity and Sustainable Growth Funds and Sustainable Leaders, World and Diversified trusts alongside Mike, George and Daphne. Before RLAM, he worked in Paris as an Equity Analyst at Sycomore Asset Management and Comgest. Sebastien holds a Bachelor in Economics from the University of Savoy, a Masters in Management from the Toulouse Business School in France and is a CFA Charterholder.
Head office
80 Fenchurch Street London EC3M 4BY United Kingdom
London
United Kingdom
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