Investment and funds literature
Get key information and documents for investments and funds, application forms, guides, factsheets, sales aids and more.
All our funds literature can be found in the investment and funds section of our website.
Governed Range factsheets and datasheets
Get key information including holdings, performance and tactical commentary.
Fund factsheets and prices
Access in-depth fund descriptions and current prices.
Fund performance information
View up-to-date performance data and statistics for each fund.
Choose from the categories below to find the supporting forms, guides and documents you need.
Alter your existing investment choice for select plans.
Assessing risk profile
Brochures and guides
Governed Portfolios client brochure (PDF)
Governed Retirement Income Portfolios client brochure.
Discover the investment funds available through a Royal London pension.
Investment options (funds by contract type) (PDF)
Details of the fund range offered by Royal London.
An outline of what your responsibilities are, and how we can help you meet them.
How our unit-linked funds work and how we manage them.
Responsible investment and our Governed Range
Provides more information about the Governed Range and the level of sophistication and expertise we offer.
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Demonstrate the sophistication of our flagship Governed Range. Suitable for confident investors or clients who are actively engaged with their investments.
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You can find our Governed Range factsheets and datasheets and fund factsheets and prices in the investment and funds section of our website. Below are some of our other factsheets that may be of interest.
In this leaflet we call the Royal London Open fund the With Profits fund.
The Crest Secure fund is a subset of the Royal London Open fund within the Royal London Long Term fund.
The Deposit Administration fund is similar to a With Profits fund but with a lower exposure to the stock market.
Sales aids for advisers
Transaction costs (PDF)
View transaction costs for the funds we manage.
Sales aids for use with clients
The Sustainable Fund Range (Client brochure) (PDF)
See how we aim to generate good returns whilst making a positive contribution.
GRIPs – Investing for your retirement (Client brochure) (PDF)
If you’d like flexible access to your savings and a regular income, then GRIPs could suit you.
Governed Portfolios (Client brochure) (PDF)
Choose from nine ready-made Governed Portfolios.
Matrix consumer guide (PDF)
Explore our range of Matrix funds.