Our sustainable fund range
A range of six sustainable funds managed by Royal London Asset Management (RLAM).
The Royal London sustainable fund range offers value for money and gives your clients a way to express their personal values - by giving them an option to invest in companies that make a contribution to our society.
Maximum annual charge of just 1% per annum*
Six funds across the risk-return spectrum, from 100% fixed income to 100% equities
Over £2.1bn assets under management (as at March 2023)
Managed by RLAM who have 20 years' experience of running sustainable funds.
*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.
Risk rated by Distribution Technology
Our sustainable funds have been risk rated by Distribution Technology and risk profiles have been assigned as follows:
|Fund||Assigned risk profile|
|RLP Sustainable Managed Income 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|
Confidently recommend our sustainable funds to your clients
If you’re thinking of recommending one or more of our sustainable funds to a client, the following content is designed to strengthen your suitability and due diligence process.
Fund resources and support
Our literature library has fund factsheets, fund change forms, brochures and more.
Our resident experts can help you stay close to what's happening in the market with their latest insights and commentary.