Royal London GMAP Balanced Fund M GBP Inc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
126.50p/126.50p
-0.10p (-0.08%)
Fund Code
RGBMI
BD8RSP4
GB00BD8RSP45
Prices updated as at 09 May 2025
Prices in GBX
Investment objective
The Fund’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by predominantly (ie at least 80%) investing in a range of different asset classes including (but not limited to) shares and bonds through investment in Collective Investment Schemes (CIS). At least 80% of the Fund will be invested in CIS, which can invest in the shares of UK and overseas companies (UK companies are those domiciled in the UK, or which have significant UK business operations), and investment grade and sub-investment grade bonds. At least 70% of the Fund’s CIS holdings will be managed by Royal London Unit Trust Managers (RLUTM) or another Royal London Group company. And where the manager believes it is in the best interests of the Fund, they may invest up to 20% of the Fund’s assets directly in shares, bonds and closed ended funds.
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
Company name
Royal London Unit Trust Managers Ltd
Fund launch date
14 Mar 2016
Domicile
United Kingdom
UCITS
Yes
Lead manager
Trevor Greetham
Lead manager start date
14 Mar 2016
Lead fund manager biography
Trevor is a macro investor with 33 years of experience, well known for the Investment Clock linking asset allocation to the global business cycle. Prior to joining Royal London in 2015, Trevor was Asset Allocation Director for Fidelity Worldwide Investment,where he made tactical investment decisions across a wide range of institutional and retail funds. From 1995 to 2005, Trevor was Director of Asset Allocation for Merrill Lynch, advising fund manager clients around the world on their multi asset investment strategy. Trevor qualified as an actuary with UK life assurer Provident Mutual and has a Master of Arts in Mathematics from Cambridge University.
Fund manager
Simon Rubingh
Manager start date
14 Mar 2016
Fund manager biography
Simon joined Royal London Asset Management in August 2014 following the acquisition of The Co-operative Asset Management (TCAM) by the Royal London Group. Simon is a Senior Fund Manager within the Multi Asset team. He previously held the role of Senior Fund Manager within the RLAM Sustainable team, with responsibility for alternative investments and the tactical asset allocation strategy. Simon was previously Head of Overseas Equities from 2002 and managed the TCAM Asia Pacific portfolio from 1991. Simon joined TCAM in 1989 as a research analyst on Japanese equities, has a B.A. (Hons) in Applied Economics from Abertay University and is an Associate of CFA UK.
Head office
80 Fenchurch Street United Kingdom
London
United Kingdom
EC3M 4BY
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