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Royal London Sustainable Managed Growth Trust C Inc

ISIN: GB00B8K34M44 | MEX: KCLSDW | CITI: GVWO

  • Buy 126.9 GBX

  • Sell 126.9 GBX

  • Price Change 0.47510%

Income

Past Performance

  • 27th Apr 2020 to 27th Apr 202111.27%
  • 27th Apr 2021 to 27th Apr 2022-5.06%
  • 27th Apr 2022 to 27th Apr 2023-4.58%
  • 27th Apr 2023 to 27th Apr 20247.90%
  • 27th Apr 2024 to 27th Apr 20254.85%
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Objectives and Approach

The Fund’s investment objective is to achieve a total return over the medium term (3-5 years) by investing mainly in sterling-denominated bonds, with some exposure to shares, that are deemed to make a positive contribution to society. Investments in the Fund will adhere to the Investment Adviser's ethical and sustainable investment policy. The IA Mixed 0-35% Shares sector is considered an appropriate benchmark for performance comparison.

Key Information

Inception 4th Dec 2012
Historic Yield 3.1200%
Sector IA Mixed Investment 0-35% Shares
Fund Size £707.080mn
Fund Type UNIT
Classification Income

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		0.68%
Initial Charge 0%
AMC 0.65%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		0.68%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -0.16% -1.22% 0.87% 4.85% 7.94% 14.04%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      548,899 bytes PDF Document; last updated 31 Mar 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      83,058 bytes PDF Document; last updated 17 Feb 2025
      Product-Level Sustainability Report
      PRODUCT-LEVEL SUSTAINABILITY REPORT
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      1,198,411 bytes PDF Document; last updated 30 Apr 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      1,051,267 bytes PDF Document; last updated 31 Oct 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,039,394 bytes PDF Document; last updated 31 Mar 2025
      GET ADOBE READER

      Management Team

      Matthew Franklin Shalin Shah

      Matthew Franklin has managed this fund for 3 years and 2 months.

      Matthew Franklin Matt Franklin, CFA – Fund Manager, Matt is responsible for the management of a variety of sterling corporate bond portfolios, as co-manager of Royal London Sustainable Corporate Bond, Sustainable Managed Growth, Corporate Bond Monthly Income and Corporate Bond, as well as several segregated portfolios. He joined Royal London Asset Management’s Sterling Credit team in 2014 as a credit analyst, building a deep understanding of both unsecured corporate bonds and asset backed securities across a variety of sectors, as well as playing a key role in the development of the team’s approach to ESG integration. Matt has a degree in Economics from Durham University, is a CFA Charterholder, and a Certified Financial Risk Manager (FRM).

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Matthew

      Name of Security Sole/Co Managed Since
      Royal London DivAstBckSec Co Nov 2024
      Royal London Corporate Bond Co Jan 2022
      Royal London Corporate Bond Co Jan 2022
      Royal London SusCBTrst Co Jan 2022
      Royal London SusCBTrst Co Jan 2022
      Royal London DivAstBckSec Co Nov 2024
      Royal London Sus MG Trst Co Jan 2022
      Royal London Sus MG Trst Co Jan 2022

      Shalin Shah has managed this fund for 4 years and 7 months.

      Shalin Shah Shalin Shah – Senior Fund Manager, Shalin joined Royal London Asset Management’s Fixed Income team in 2008. Shalin is an experienced senior fund manager responsible for managing corporate bond portfolios, including RL Corporate Bond Fund, Sustainable Corporate Bond, Sustainable Managed Growth and Diversified Asset-Backed Securities funds. Since joining he has been involved in the development and management of RLAM’s Buy & Maintain proposition, and remains responsible for managing a range of buy & maintain and active portfolios. Shalin has won a Fund Manager of the Year award in 2021. Prior to joining RLAM, Shalin worked at PricewaterhouseCoopers LLP where he was involved in advising clients on a variety of investment solutions, including LDI and strategic asset allocation. Shalin holds a BSc in MORSE (Mathematics, Operational Research, Statistics and Economics) from the University of Warwick and is a qualified actuary.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Shalin

      Name of Security Sole/Co Managed Since
      Royal London DivAstBckSec Co Jun 2015
      Royal London Corporate Bond Co Oct 2017
      Royal London Corporate Bond Co Oct 2017
      Royal London SusCBTrst Co Sep 2020
      Royal London SusCBTrst Co Sep 2020
      Royal London DivAstBckSec Co Jun 2015
      Royal London Sus MG Trst Co Sep 2020
      Royal London Sus MG Trst Co Sep 2020

      Investment involves risk. You may get back less than invested.