Introducing our Sustainable Fund Range

Your clients can now access a range of sustainable funds managed by our sister asset management company Royal London Asset Management (RLAM).

The funds offer good value for money, and your clients can express their values – by investing in companies that make a positive contribution to our society and environment.

  • Maximum annual charge of just 1% per annum*
  • 5 funds across risk-return spectrum from 100% fixed income to 100% equities
  • £1.7billion in assets under management (As at 31.05.18)
  • Annualised returns of between 4% to 12% over last five years (As at 31.05.18)**
  • Managed by RLAM who have over 25 years' experience running sustainable funds

We’re proud we’re helping your clients achieve their goals and make the world a better place.

*The basic charge is 1% p.a., which is built into the fund price. For all customers, a discount is applied and depends on the value of the investment.

**These figures allow for the charges applicable to the underlying unit trusts managed by Royal London Asset Management. Different charges will apply to the pension funds.

Watch our Sustainable Fund Range animation

As part of our commitment to being a responsible investor, Royal London customers can now access a range of Sustainable Funds managed by our sister asset management company Royal London Asset Management.

There are five funds offering a choice of options across the risk-return spectrum, from 100% fixed income to 100% equities.

You can invest in these funds individually or as part of a portfolio, or choose to use the Sustainable Leaders Fund as the equity fund within our Governed Range.

The funds have 1.6billion in assets under management*, and are expertly managed by Royal London Asset Management’s sustainable team who has over 25 years’ experience in running sustainable funds.

*As at 31.12.2017

The sustainable team take an active role in ensuring we invest in companies that contribute positively to our society and environment. To help influence positive change they vote at annual meetings, engage with management and advocate strong corporate governance.

All the funds offer value for money, with a maximum annual charge of just 1%*.

* The basic charge for Pension Portfolio Income Release is 1% p.a., which is built into the fund price. For all customers, a discount is applied and depends on the value of the investment.

And even though we’re taking extra care over how we invest, over the last five years the funds have delivered annualised returns of between 4% to 12%*.

*As at 23.05.18.

These figures allow for the charges applicable to the underlying unit trusts managed by Royal London Asset Management. Different charges will apply to the pension funds.

And the funds are first in their sector.

We’re proud we’re making a bigger impact in terms of helping investors achieve their goals

*Remember, past performance is not a guide to the future. Prices can fall as well as rise meaning you may not get back the full amount of capital originally invested.

Investment returns may fluctuate and are not guaranteed.

And making the world a better, fairer, happier, greener place.

Khalid Khan, Investment Proposition Manager, introduces our Sustainable Fund Range

Find out more about sustainable funds

Read our sustainable funds factsheets.

Find out more

Follow us on Twitter

   Follow us on Twitter
   @RLpensions

Connect with us on LinkedIn

   Connect with us on
   LinkedIn

Sustainable Fund Range adviser brochure
Sustainable Fund Range client guide

To support your client conversations download our Sustainable Fund Range client guide

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.