We have a range of resources to outline our fund performance
Read the latest performance update from our Governed Range
The following PDF documents provide performance information for our range of funds and portfolios:
Fund performance watchlist
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 380KB) 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.