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
178.60p
0.40p (+0.22%)
Fund Code
COSMA
B8H7XS8
GB00B8H7XS88
Prices updated as at 14 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth chart of 1,000
Please note that past performance is not a reliable indicator of future returns.