Royal London Sustainable World Trust Class C Acc
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
384.40p
5.10p (+1.34%)
Fund Code
COWDA
B882H24
GB00B882H241
Prices updated as at 22 Nov 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 mainly in the shares of companies globally listed on stock exchanges that are deemed to make a positive contribution to society. Investments in the Scheme will adhere to the Investment Adviser’s ethical and sustainable investment policy. At least 50%, up to a maximum of 85%, 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
21 Sep 2009
Domicile
United Kingdom
UCITS
Yes
Lead manager
Mike Fox
Lead manager start date
21 Sep 2009
Lead fund manager biography
Mike is investment manager of the CIS Sustainable Leaders Trust and has been doing this job since November 2003. Mike selects, from the list of companies meeting the criteria of the Trust, the companies most likely to provide strong investment performance.
Fund manager
Sebastien Beguelin
Manager start date
01 Apr 2021
Fund manager biography
Head office
80 Fenchurch Street London EC3M 4BY United Kingdom
London
United Kingdom
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