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Fund performance

We have a range of resources to outline our fund performance.

The following links provide performance information for our range of funds and portfolios:

Each quarter, Royal London gauges how each fund has performed against its listed benchmark.

  • If the fund outperforms its benchmark over 1, 3 and 5 years, that fund is given a Green rating.
  • If a fund underperforms over one of the periods above, it's given an Amber rating.
  • A Red rating would be given to a fund underperforming over two or more of these periods.

Download our fund performance watchlist (PDF) to see every fund which is currently rated Red along with the number of continuous quarters each fund has received this rating.

Further information on any of the benchmarks used can be found on our fund factsheets and individual fund commentary is available on request.

Each quarter, Royal London gauges how each fund has performed against its listed benchmark.

  • If the fund outperforms its benchmark over 1, 3 and 5 years, that fund is given a Green rating.
  • If a fund underperforms over one of the periods above, it's given an Amber rating.
  • A Red rating would be given to a fund underperforming over two or more of these periods.

Download our fund performance watchlist (PDF) to see every fund which is currently rated Red along with the number of continuous quarters each fund has received this rating.

Further information on any of the benchmarks used can be found on our fund factsheets and individual fund commentary is available on request.

AKG Governed Portfolio - December 2021

We've received independent validation of the governance structure and processes which underpin the ongoing delivery of our Governed Portfolios from AKG.

View the report