Royal London Short Duration Gilts Fund M Inc

Category GBP Government Bond

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

Last buy/sell price

95.97p/95.97p

arrow-up0.20p (+0.21%)

Fund Code

ROSDG

BD050C7

GB00BD050C73

Prices updated as at 28 Mar 2025

Prices in GBX

Investment objective

The Fund’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 predominantly investing in short-duration (1-5 years) UK government bonds, which are also known as gilts. At least 80% of the Fund will be invested in UK government bonds, of which at least 70% will be short duration (less than five years).

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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	High
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
5 - year
Morningstar return	High
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
10 - year
Morningstar return	High
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	High
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	0.77	0.81
	0.30	0.27
	0.80	1.13
	89.63	74.95
	-0.17	-0.64
	2.05	3.48
	4.57	7.87

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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