FOR ADVISERS ONLY
Investment solutions
There is some exposure to investments with a high environmental, social and governance (ESG) score within the Governed Portfolios and Governed Retirement Income Portfolios. This is via the emerging market equity holding that tracks the MSCI Emerging Markets ESG Index and favours companies in emerging markets that have high ESG scores relative to their sector peers.
We have a range of sustainable funds managed by our sister company, Royal London Asset Management (RLAM). These offer good value for money, and let you express your values by investing in companies that make a positive contribution to our society and environment.
In addition, we have a range of socially responsible investment (SRI) and Shariah funds. These are funds shaped by social, environmental and other ethical parameters.
| Fund Name | Fund Manager | Fund Manager Charge | Additional Expenses | Total Expense Ratio |
|---|---|---|---|---|
| RLP Emerging Markets Equity Tracker | Royal London Asset Management | 1.00% | 0.00% | 1.00% |
| RLP Ethical Bond | Royal London Asset Management | 1.00% | 0.00% | 1.00% |
| RLP Sustainable Diversified Trust | Royal London Asset Management | 1.00% | 0.00% | 1.00% |
| RLP Sustainable Leaders Trust | Royal London Asset Management | 1.00% | 0.00% | 1.00% |
| RLP Sustainable Managed Growth Trust | Royal London Asset Management | 1.00% | 0.00% | 1.00% |
| RLP Sustainable Managed Income Trust | Royal London Asset Management | 1.00% | 0.00% | 1.00% |
| RLP Sustainable World Trust | Royal London Asset Management | 1.00% | 0.00% | 1.00% |
| RLP/HSBC Amanah Global Equity Index | HSBC | 1.00% | 0.25% | 1.25% |
| RLP/Jupiter Ecology | Jupiter | 1.70% | 0.03% | 1.73% |