Royal London Sustainable Growth Fund

Key points

• An investment universe highly diversified by geography, sector and asset class.
• Globally diversified portfolio aiming to find attractive companies that offer a net benefit to society or are leaders in Environmental, Social and Governance (ESG).
• Collaboration across our experienced investment teams.
• Sustainable investment expertise, supported by an independent External Advisory Committee.
• Established and proven process – our sustainable process has evolved over time making us one of the longest established sustainable asset managers.
• Works alongside other funds in our proven Sustainable range to provide a choice of risk / return profiles for your clients.

Investment focus

Launched on 24 May 2022, the RL Sustainable Growth Fund is the eighth fund in our sustainable range.

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 investing in a diverse range of equity and fixed income assets. Investments in the Fund will adhere to the Investment Manager’s ethical and sustainable investment policy.

The fund’s portfolio breakdown is approximately weighted to 72.5% in equities, 27.5% in fixed income, primarily invested in UK corporate bonds.

The fund invests in securities that are deemed to make a positive contribution to society.

Fund facts