Royal London Sustainable Diversified Trust

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Royal London Sustainable Diversified Trust Class C Inc

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

200.10p

arrow-down-0.20p (-0.10%)

Fund Code

COSDI

B844WJ6

GB00B844WJ68

Prices updated as at 09 May 2025
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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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearAbove AverageHigh
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5 - yearAverageHigh
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10 - yearHighHigh
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OverallAbove AverageHigh
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Source: Fidelity (FIL Investment SVCS (UK) Ltd)



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