LSE - Delayed Quote GBp

Royal London Sustainable Diversified Trust Class A Inc (GB00B3PXJV84.L)

214.00 +1.00 (+0.47%)
At close: July 26 at 9:00 PM GMT+1

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Hargreaves Lansdown PLC
  • Raymond James Investment Services Ltd
  • Old Mutual Wealth
  • Skandia
  • Amber by Request
  • Transact(UK)
  • Fidelity Funds Network(UK)
  • Nucleus Financial Group PLC
  • Novia Financial PLC
  • Skandia Investment Solutions
  • AXA Elevate (Composite)
  • AXA Elevate (Explicit)
  • Aviva
  • Amber

Fund Summary

The fund seeks to provide capital growth from a diverse range of asset classes, for example equities, fixed income, property-related investments and cash, mainly in the United Kingdom. The Trust invests mainly in UK equities and fixed income securities, e.g. corporate and government bonds. Asset allocation will be used to manage risk within the fund in order to deliver improved returns. The fund may also invest in any other asset classes (including derivatives and forward transactions, approved money-market instruments, deposits, units in collective investment schemes and property-related investments).

Fund Overview

Category GBP Moderate Allocation
Fund Family RLUM Limited
Net Assets 701.49M
YTD Return 7.50%
Yield 1.12%
Morningstar Rating
Inception Date Nov 26, 2012

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

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