Royal London Sustainable Managed Growth Trust B AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 10.3 | 4.5 | -17.7 | 11.3 | 3.8 |
![]() | +/-Cat | 6.4 | 1.0 | -7.4 | 5.0 | 0.2 |
![]() | +/-B’mrk | 5.1 | 0.8 | -6.6 | 3.6 | -0.5 |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 14/08/2024 | GBX 173.30 | |
Day Change | 0.52% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | Mixed Investment 0-35% Shares | |
ISIN | GB00B6YBY313 | |
Fund Size (Mil) 14/08/2024 | GBP 771.02 | |
Share Class Size (Mil) 14/08/2024 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.92% |
Morningstar Research |
Analyst Report | 08/11/2023 Tom Mills, Senior Analyst Morningstar, Inc |
Royal London Sustainable Managed Growth is a solid choice for investors looking for modest income and capital growth from a portfolio centred around bonds, with some exposure to equities, via a sustainability approach that has been employed in a... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Royal London Sustainable Managed Growth Trust B Acc |
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. |
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Management | ||
Manager Name Start Date | ||
Matt Franklin 01/09/2020 | ||
Rachid Semaoune 04/02/2022 | ||
Click here to see others | ||
Inception Date 04/12/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 0 - 35% Shares | Morningstar UK Mod Caut Tgt Alloc NR GBP |
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Portfolio Profile for Royal London Sustainable Managed Growth Trust B Acc | 31/07/2024 |
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