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

375.00p

arrow-up1.20p (+0.32%)

Fund Code

COWDA

B882H24

GB00B882H241

Prices updated as at 04 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.

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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