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.

Fund status	Open
Fund type	Unit Trust
Fund manager	Matt Franklin, Rachid Semaoune, Shalin Shah
	180.2
	158.7
Fund comparative index	IA Mixed Invest 0 - 35% Shares
	Mixed Investment 0-35% Shares
	-
	0.67
	0.01
	0.00
	GBP Allocation 20-40% Equity
	No
Fund provider	RLUM Limited
Share class launch date	04 Dec 2012
	£746.82m
	2.92
	-
	1.65
	Quarterly

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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