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Royal London Sustainable Diversified Trust A Inc

Ranked 14 out of 388 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Michael Fox

RLAM's Mike Fox is head of Sustainable Investments and fund manager of the Sustainable Leaders, World and Diversified Trusts. Prior to this, he worked as a deputy fund manager at the Co-operative employee pension fund for two years and an investment analyst for two years covering the utility, support services and media sectors. Fox originally trained and qualified as a Chartered Accountant with Ernst & Young in Manchester.

Objective

The fund aims to provide growth in the value of your investment over time, by investing mainly in UK shares and UK fixed income bonds. The fund is also invested in other types of investment, such as overseas shares, overseas government bonds, overseas corporate bonds, cash, property-related investments and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0%
2017 12.5% 5.4% 2.2% 0.7% 3.8%
2016 11.3% 0.1% 4.2% 8.0% -1.1%
2015 4.6% 5.4% -3.8% -1.3% 4.5%
2014 8.0% 0.0% 2.0% 2.0% 3.7%
2013 12.9% 6.8% -0.8% 3.0% 3.4%
2012 14.9% 6.0% -0.9% 6.6% 2.7%
2011 -0.5% 0.5% 1.5% -6.7% 4.5%
2010 13.4% 5.3% -3.7% 8.3% 3.2%
2009 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/07/2009
  • Share Class size199Mn
  • Base currencyGBX
  • ISIN GB00B3PXJV84

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).