Our sustainable fund range
A range of six sustainable funds managed by Royal London Asset Management.
Our sustainable fund range gives your clients a way to align their investments with their values, offering options to suit both their goals and risk appetite. The funds consider the sustainability of the products and services of the companies in which they invest, as well as how they manage environmental, social and governance factors, alongside financial analysis.
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Maximum annual charge of just 1% a year*
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Six funds across the risk-return spectrum, from 100% fixed income to 100% equities
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Over £2.6bn assets under management (as at November 2024)
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Managed by Royal London Asset Management, which has over 20 years' experience of running sustainable funds.
*The basic charge is 1% a year, which is built into the fund price. We apply a discount for all customers, which depends on the value of the investment.
Risk rated by Dynamic Planner
Our sustainable funds have been risk rated by Dynamic Planner and it has assigned the following risk profiles:
| Fund | Assigned risk profile |
| RLP Sustainable Corporate Bond Trust | 4 |
| RLP Sustainable Managed Growth Trust | 4 |
| RLP Sustainable Diversified Trust | 5 |
| RLP Sustainable World Trust | 7 |
| RLP Sustainable Leaders Trust | 7 |
| RLP Global Sustainable Equity | 8 |