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

202.50p

arrow-up0.10p (+0.05%)

Fund Code

COSDI

B844WJ6

GB00B844WJ68

Prices updated as at 27 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.
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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskHigh
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskHigh
Morningstar rating
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10 - year
Morningstar returnHigh
Morningstar riskHigh
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskHigh
Morningstar rating
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Source: Fidelity (FIL Investment SVCS (UK) Ltd)



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