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Royal London Asset Management

Royal London Asset Management (RLAM) is one of the UK’s leading investment companies, having built a strong reputation as an innovative manager, investing across all major asset classes. RLAM manages over £140 billion of assets (as at 30/09/20), split between equities, fixed interest, multi asset investing, property and cash, with a market leading capability in sustainable investing. Products include funds and segregated accounts investing in government bonds, investment grade, high yield and unrated credit, equity income and equity growth across global developed markets, as well as UK property and cash and short-term money market instruments. At RLAM, we have embraced responsible investing for many years and continue to expand our offering in line with the evolving world of ESG best practice. In 2020, we expanded our ESG integration practices and now integrate these across all our asset classes.

Global Sustainable Equity Fund

The Fund invests globally in the shares of companies listed on stock exchanges that are deemed to make a positive contribution to society. Investments will adhere to the Investment Manager’s ethical and sustainable investment policy.

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Sustainable Managed Income

The Fund predominantly invests in sterling-denominated bonds that are deemed to make a positive contribution to society. Investments in the Fund will adhere to the Manager’s ethical and sustainable investment policy.

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Ethical Bond Fund

The Fund’s investment objective is to achieve a total return over the medium term (3-5 years) by investing at least 80% in sterling-denominated corporate bonds, which meet predetermined ethical criteria.

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Sustainable Leaders Trust

The Fund’s investment objective is to achieve capital growth over the medium term (3-5 years) by investing at least 80% in the shares of UK companies listed on the LSE that are deemed to make a positive contribution to society.

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Sustainable Diversified Trust

The Fund’s invests in a diverse range of asset classes, primarily in the UK that are deemed to make a positive contribution to society. Investments in the Fund will adhere to the Manager’s ethical and sustainable investment policy.

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Cash Plus Fund

To achieve a total return by outperforming SONIA over rolling 12-month periods.

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Sustainable Managed Growth

The Fund invests mainly in sterling-denominated bonds, with some exposure to the shares of UK companies, that are deemed to make a positive contribution to society.

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Short-Term Money Market Fund

To preserve capital and provide an income by outperforming SONIA over rolling 12-month periods.

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Sustainable World Trust

The Fund’s investment objective is to achieve capital growth over the medium term (3-5 years) by investing mainly in the shares of companies globally listed on stock exchanges that are deemed to make a positive contribution to society.

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