Royal London Sustainable Managed Growth Trust Class C Acc

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

177.40p

arrow-up0.10p (+0.06%)

Fund Code

COSMA

B8H7XS8

GB00B8H7XS88

Prices updated as at 04 Nov 2024

Prices in GBX

Investment objective

The Scheme’s investment objective is to achieve a total return over the medium term, which should be considered as a period of 3-5 years, by investing mainly in sterling-denominated bonds, with some exposure to shares 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 65% of the Scheme will be invested in bonds (typically sterling-denominated), both government and corporate. Between 30% and 70% of the Scheme's investment will be in investment grade corporate bonds.

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.

Annual charges

Product charges
	0.67
	0.01
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	25 Sep 2024	pdf
Annual Reports	30 Apr 2024	pdf
Annual Short Report	30 Apr 2024	pdf
Key Information Document / Technical Guide	15 Feb 2024	pdf
Interim Short Report	31 Oct 2023	pdf

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Important Information

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