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FOR ADVISERS ONLY

Fund performance

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.

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. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.