Governed Range performance update

Read the latest performance update from our Governed Range

Governed Portfolios (GPs)

Over 12 months to the end of April 2019 the Governed Portfolios have delivered between 2.48% and 5.01%. These returns are above benchmark for all the portfolios with the exception of Governed Portfolio 7.

Governed Portfolio 7 has slightly underperformed its benchmark over 3 years, with all portfolios outperforming over 5 years. All of the portfolios with the exception of Governed Portfolio 7 have outperformed their benchmark since launch.

 


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of April 2019 the GRIPs have delivered between 3.09% and 4.45%. All five GRIPs have outperformed their benchmark over one, three and five years and since launch. GRIP4 and GRIP5 have returned over 10% above benchmark 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 April 2019. Source: Lipper as at 30.04.19, Royal London, as at 30.04.19. 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.

Governed Portfolios (GPs)

Over 12 months to the end of March 2019 the Governed Portfolios have delivered between 3.43% and 6.47%.These returns are above benchmark for all the portfolios with the exception of Governed Portfolio 7.

Governed Portfolios 1, 4, 7 & 8 have slightly underperformed their benchmark over the 5-year period, with all of the remaining portfolios outperforming their benchmarks on an annualised return basis. All of the portfolios with the exception of Governed Portfolio 4 and Governed Portfolio 7 have outperformed their benchmark since launch. 


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of March 2019 the GRIPs have delivered between 4.01% and 5.68%. All five GRIPs have outperformed their benchmark over one, three and five years and since launch. GRIP4 and GRIP5 have returned over 10% above benchmark 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 March 2019. Source: Lipper as at 31.03.19, Royal London, as at 31.03.19. 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.

Governed Portfolios (GPs)

Over 12 months to the end of February 2019 the Governed Portfolios have delivered between 1.05% and 1.78%. These returns are above benchmark for all the portfolios with the exception of Governed Portfolios 4, 7 & 8.

Governed Portfolios 1, 4 & 7 have underperformed their benchmark over the 5-year period, with all of the remaining portfolios outperforming their benchmarks on an annualised return basis. All of the portfolios with the exception of Governed Portfolio 4 and Governed Portfolio 7 have outperformed their benchmark since launch.


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of February 2019 the GRIPs have delivered between 1.52% and 1.67%.  All five GRIPs have outperformed their benchmark over one, three and five years and since launch. GRIP4 and GRIP5 have returned over 10% above benchmark since launch.

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

All figures are as at 28 February 2019. Source: Lipper as at 28.02.19, Royal London, as at 28.02.19. 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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Last updated: 28 May 2019

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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.