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Royal London Sustainable Diversified Trust Class C - Income (GBP)

Sell:209.90p Buy:209.90p Change: 2.20p (1.06%)
Prices as at 7 December 2021
Sell:209.90p
Buy:209.90p
Change: 2.20p (1.06%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 7 December 2021
Sell:209.90p
Buy:209.90p
Change: 2.20p (1.06%)
Prices as at 7 December 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

06/12/16 to 06/12/17 06/12/17 to 06/12/18 06/12/18 to 06/12/19 06/12/19 to 06/12/20 06/12/20 to 06/12/21
Annual return 15.66% 2.82% 15.01% 13.35% 13.69%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Royal London Asset Management (RLAM) is part of the Royal London Group and was established in 1988. The acquisitions of Scottish Life In 2001, and Scottish Provident and Phoenix Life Assurance in 2008 boosted the assets under management at the group, and it now looks after a diverse range of assets including fixed income, equities, cash and property. RLAM offers a wide choice of funds for investors. The company's forte is in the provision of income portfolios and its philosophy is that all well-diversified portfolios should include an element of income.

Information about the fund

Fund manager biography

manager photo
Manager Name: Sebastien Beguelin
Manager start date: 1 April 2021
Manager located in: London

Since joining RLAM in 2014, Sebastien has worked on the European funds initially as an Equity Analyst and as Assistant Fund Manager since April 2017. Before joining RLAM, he worked in Paris as an Equity analyst at Sycomore Asset Management and prior to that was an Equity Analyst at Comgest. Sebastien holds a Bachelor in Economics from the University of Savoy, a Master in Management from the Toulouse Business School in France and is a CFA Charterholder.

manager photo
Manager Name: George Crowdy
Manager start date: 1 April 2021
Manager located in: London

George joined Royal London Asset Management in February 2020 as a fund manager on the Sustainable Investment team and is co-managing the Global Sustainable Equity Fund alongside Mike. Prior to this, George worked as an investment manager on the Global Sustainable Equity Team at Janus Henderson having joined Janus Henderson in 2010 as a graduate. George is a CFA Charterholder and has a BSc Economics and Finance from the University of Southampton.

manager photo
Manager Name: Michael Fox
Manager start date: 1 February 2014
Manager located in: London

Mike is Head of Equities, Fund Manager of the Sustainable Leaders Trust and also the recently launched Sustainable World Trust. He has fulfilled his current role since 2008 and has managed the Sustainable Leaders since November 2003. The Sustainable Leaders Trust holds an OBSR A rating and Morningstar Bronze rating and was the first ethical fund to top the UK All Companies sector for the 12 months ending 31/01/2007. Prior to this, Mike worked as deputy fund manager on the Co-operative Insurance Society employee pension fund for 2 years and an investment analyst for 2 years covering the utility, support services and media sectors. Mike originally trained and qualified as a Chartered Accountant with Ernst & Young in Manchester.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account