Royal London Sustainable Managed Growth Trust Class C Inc

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

127.00p

arrow-up0.20p (+0.16%)

Fund Code

COSMI

B8K34M4

GB00B8K34M44

Prices updated as at 28 Mar 2025

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.

Company name

RLUM Limited

Fund launch date

04 Dec 2012

Domicile

United Kingdom

UCITS

Yes

Fund manager

Matt Franklin

Manager start date

01 Sep 2020

Fund manager biography

Fund manager

Shalin Shah

Manager start date

31 Jan 2022

Fund manager biography

Head office

80 Fenchurch Street London EC3M 4BY United Kingdom

London

United Kingdom

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