Governed Range performance update

Read the latest performance update from our Governed Range

growthGoverned Portfolios (GPs)

Over 12 months to the end of May 2020 the Governed Portfolios have delivered between -2.65% and -0.77%. These returns slightly behind benchmark for some portfolios. This is primarily down to our overweight position in equities during the Covid-19 outbreak at a time where stockmarkets have produced negative returns.

All portfolios have underperformed their respective benchmarks over three years except for Governed Portfolios 3, 7, 8 and 9. Also all portfolios have underperformed their respective benchmarks over five years except for Governed Portfolios 3, 6 and 9. All portfolios have outperformed their benchmarks since launch except for Governed Portfolios 4 and 7.


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of May 2020 the GRIPs have delivered between -2.53% and 1.68%. All five GRIPs have underperformed their benchmark over one year, however all portfolios have outperformed their benchmarks over three and five years and since launch. 

You can view our monthly GP and GRIP performance and factsheets by visiting our Fund information page.

 

All figures are as at 31.05.20. Source: Lipper as at 31.05.20, Royal London. All performance figures, including the figures shown for the growth in the benchmarks, have been calculated net of the 1% annual management charge.

Remember, past performance is not a guide to the future. Prices can fall as well as rise meaning you may not get back the full amount of capital originally invested. Investment returns may fluctuate and are not guaranteed.

growthGoverned Portfolios (GPs)

Over 12 months to the end of April 2020 the Governed Portfolios have delivered between -7.70% and -2.69%. These returns are slightly behind benchmark for some the portfolios. This is primarily down to our overweight position in equities during the Covid-19 outbreak at a time where stockmarkets have produced negative returns.

All portfolios have outperformed their respective benchmarks over three and five years. All the portfolios have outperformed their benchmarks since launch.


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of April 2020 the GRIPs have delivered between -6.59% and 1.21%. All five GRIPs have underperformed their benchmark over one year, however all portfolios outperformed their benchmarks over three years, five years and since launch.

You can view our monthly GP and GRIP performance and factsheets by visiting our Fund information page.

All figures are as at 30.04.20. Source: Lipper as at 30.04.20, Royal London. All performance figures, including the figures shown for the growth in the benchmarks, have been calculated net of the 1% annual management charge.

Remember, past performance is not a guide to the future. Prices can fall as well as rise meaning you may not get back the full amount of capital originally invested. Investment returns may fluctuate and are not guaranteed.

growthGoverned Portfolios (GPs)

Over 12 months to the end of March 2020 the Governed Portfolios have delivered between -11.11% and -4.45%. These returns are slightly behind benchmark for all the portfolios. This is primarily down to our overweight position in equities during the Covid-19 outbreak at a time where stockmarkets have produced negative returns.

All portfolios have underperformed their respective benchmarks over three and five years with the exception of Governed Portfolios 2 and 6. All the portfolios with the exception of Governed Portfolios 1, 4, 7 & 8 have outperformed their benchmarks since launch.


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of March 2020 the GRIPs have delivered between -9.83% and -2.00%. All GRIPs underperformed their respective benchmarks over one year, however all portfolios outperformed their benchmarks over three years, five years and since launch.

You can view our monthly GP and GRIP performance and factsheets by visiting our Fund information page.

All figures are as at 31.03.2020. Source: Lipper as at 31.03.2020, Royal London. All performance figures, including the figures shown for the growth in the benchmarks, have been calculated net of the 1% annual management charge.

Remember, past performance is not a guide to the future. Prices can fall as well as rise meaning you may not get back the full amount of capital originally invested. Investment returns may fluctuate and are not guaranteed.

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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.