Governed Range performance update

Read the latest performance update from our Governed Range

growthGoverned Portfolios (GPs)

Over 12 months to the end of August 2019 the Governed Portfolios have delivered between 2.10% and 4.45%. These returns are above benchmark for all the portfolios except GPs 4, 7 and 8.

All portfolios have outperformed their respective benchmarks over three years with the exception of Governed Portfolio 7 while all have outperformed over 5 years. All of the portfolios with the exception of Governed Portfolio 7 have outperformed their benchmarks since launch.

 


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of August 2019 the GRIPs have delivered between 3.35% and 6.97%. All five GRIPs have outperformed their benchmark over three and five years and since launch with only GRIP5 underperforming over one year. 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 31.08.2019. Source: Lipper as at 31.08.19, Royal London, as at 31.08.19. 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.

growthGoverned Portfolios (GPs)

Over 12 months to the end of July 2019 the Governed Portfolios have delivered between 4.19% and 5.86%. These returns are above benchmark for all the portfolios.

All portfolios have outperformed their respective benchmarks over three years with the exception of Governed Portfolio 7 while all have outperformed over 5 years. All of the portfolios with the exception of Governed Portfolio 7 have outperformed their benchmarks since launch.

 


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of July 2019 the GRIPs have delivered between 5.13% and 5.72%. 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 July 2019. Source: Lipper as at 31.07.19, Royal London, as at 31.07.19. 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.

growthGoverned Portfolios (GPs)

Over 12 months to the end of June 2019 the Governed Portfolios have delivered between 2.90% and 3.91%. These returns are above benchmark for all the portfolios with the exception of Governed Portfolio 7.

All portfolios have outperformed their respective benchmarks over three and five years and all of the portfolios with the exception of Governed Portfolios 4 and 7 have outperformed their benchmarks since launch..

 


Governed Retirement Income Portfolios (GRIPs)

Over 12 months to the end of June 2019 the GRIPs have delivered between 3.62% and 4.03%. 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 June 2019. Source: Lipper as at 30.06.19, Royal London, as at 30.06.19. 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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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.