Our Sustainable Fund Range

Your clients can access a range of sustainable funds managed by our sister asset management company Royal London Asset Management (RLAM).

The funds offer good value for money, and your clients can express their values – by investing in companies that make a positive contribution to our society and environment.

  • Maximum annual charge of just 1% per annum*
  • 5 funds across risk-return spectrum from 100% fixed income to 100% equities
  • £2.7bn AUM (as at 30.06.19)
  • Managed by RLAM who have over 25 years' experience running sustainable funds

We’re proud we’re helping your clients achieve their goals and make the world a better place.

*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.

Sustainable Funds – 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

8

Find out more about our sustainable funds

View our sustainable fund factsheets, you can also download our brochures.

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.