Royal London Sustainable Growth M Acc GBP
ISIN: GB00BMV92360 | MEX: RLAAKG | CITI: VPLG
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Buy 129.2 GBX
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Sell 129.2 GBX
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Price Change 0.38850%
Past Performance
- 10th Jun 2020 to 10th Jun 2021-
- 10th Jun 2021 to 10th Jun 2022-
- 10th Jun 2022 to 10th Jun 20233.69%
- 10th Jun 2023 to 10th Jun 202414.03%
- 10th Jun 2024 to 10th Jun 20255.99%
Objectives and Approach
The Fund’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing in a diverse range of equity and fixed income assets. Investments in the Fund will adhere to the Investment Manager’s ethical and sustainable investment policy. The Fund is actively managed, meaning that the Investment Manager will use their expertise to select investments to meet the objective. The IA Mixed Investments 40-85% Shares sector is considered an appropriate benchmark for performance comparison.
Key Information
Inception | 24th May 2022 |
Historic Yield | 1.3900% |
Sector | IA Mixed Investment 40-85% Shares |
Fund Size | £155.525mn |
Fund Type | OEIC |
Classification | Accumulation |
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. |
0.86% |
Initial Charge | 0% |
AMC | 0.77% |
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
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 |
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Our annual fee
Our annual feeIncludes 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 chargesAny 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 costsProduct provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs |
0.86% | |
Total (£)
Total (£)Costs per annum displayed in monetary value |
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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 |
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What you might get back at with no charges applied
What you might get back at with no charges appliedThese are the illustrative values of a investment after growth and no costs applied at the end of the defined period |
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Annual charges
Annual chargesThese are the annual costs based on an initial investment amount of assuming a net zero growth rate |
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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 |
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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 |
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What you might get back at with charges applied
What you might get back at with charges appliedThese 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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Chart Options
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This fund's IA Sector (IA Mixed Investment 40-85% Shares)
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Current Comparators -
Cumulative Performance
1 month 3 months 6 months 1 year 3 years 5 years 4.79% 2.54% 0.94% 5.99% 25.32% -
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:
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.
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.
584,502 bytes PDF Document; last updated 30 Apr 2025
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Management Team
Daphne Tsang Mike Fox George Crowdy Sebastien Beguelin
Daphne Tsang
has managed this fund for 2 months.
Daphne joined Royal London Asset Management in June 2021 as an Equity analyst on the Sustainable Investment team and became a Fund Manager in 2025, having worked as an Assistant Fund Manager since 2023. Daphne is co-managing the Global Sustainable Equity and Sustainable Growth Funds and Sustainable Leaders, World and Diversified trusts alongside Mike, George and Sebastien. Prior to this, Daphne spent three years at Redburn as an Equity analyst covering European banks, having spent five years at EY working in the Banking & Capital Markets Assurance team and as a specialist in Valuation & Business Modelling. Daphne is a CFA Charterholder, CA and FRM and has a MSc in Management from the Imperial College London.
Manager Cumulative Performance v Peer Group
All funds managed by Daphne
Name of Security | Sole/Co | Managed Since |
---|---|---|
Royal London Sus Div Trst | Co | Apr 2025 |
Royal London Gbl Sus Eq | Co | Apr 2025 |
Royal London Sus Ldrs Trst | Co | Apr 2025 |
Royal London Sus Div Trst | Co | Apr 2025 |
Royal London Sus Ldrs Trst | Co | Apr 2025 |
Royal London Sus Div Trst | Co | Apr 2025 |
Royal London Sus Wrld Trst | Co | Apr 2025 |
Royal London Sus Wrld Trst | Co | Apr 2025 |
Royal London Sus Div Trst | Co | Apr 2025 |
Mike Fox
has managed this fund for 3 years .
Mike Fox – Head of Equities, Mike was appointed Head of Equities in November 2024. He is also co-fund manager of the UK equity, Global equity, and Mixed Asset sustainable funds. He has been Head of Sustainable Investments since November 2003, and before being acquired by Royal London Asset Management was also Head of Equities at the Co-operative asset management between 2007 and 2013. Previously, Mike worked as a Deputy fund manager at the Co-operative employee pension fund for two years and an investment analyst. Mike originally trained and qualified as a Chartered Accountant with Ernst & Young in Manchester. Mike has won five Fund Manager of the Year awards, in 2015, 2017, 2019, 2020 and 2021. Mike has spent most of his career assessing environmental, social and governance issues and how they influence investment decisions. He is a specialist in sustainable investing and one of the few fund managers in this area with such long tenure.
Manager Cumulative Performance v Peer Group
All funds managed by Mike
Name of Security | Sole/Co | Managed Since |
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Royal London Sus Div Trst | Co | Jul 2009 |
Royal London Gbl Sus Eq | Co | Feb 2020 |
Royal London Sus Ldrs Trst | Co | Nov 2003 |
Royal London Sus Div Trst | Co | Jul 2009 |
Royal London Sus Ldrs Trst | Co | Nov 2003 |
Royal London Sus Div Trst | Co | Jul 2009 |
Royal London Sus Wrld Trst | Co | Sep 2009 |
Royal London Sus Wrld Trst | Co | Sep 2009 |
Royal London Sus Div Trst | Co | Jul 2009 |
George Crowdy
has managed this fund for 3 years .
George Crowdy, CFA – Sustainable Fund Manager, George joined Royal London Asset Management in February 2020 as a Fund Manager on the Sustainable Investment Team and is co- managing the Global Sustainable Equity and Sustainable Growth Funds and Sustainable Leaders, World and Diversified trusts alongside Mike and Sebastien. Prior to this, George worked as an Investment Manager on the Global Sustainable Equity Team at Janus Henderson having joined Janus Henderson in 2010 as a graduate. George is a CFA Charterholder and has a BSc Economics and Finance from the University of Southampton.
Manager Cumulative Performance v Peer Group
All funds managed by George
Name of Security | Sole/Co | Managed Since |
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Royal London Sus Div Trst | Co | Apr 2021 |
Royal London Gbl Sus Eq | Co | Feb 2020 |
Royal London Sus Ldrs Trst | Co | Apr 2021 |
Royal London Sus Div Trst | Co | Apr 2021 |
Royal London Sus Ldrs Trst | Co | Apr 2021 |
Royal London Sus Div Trst | Co | Apr 2021 |
Royal London Sus Wrld Trst | Co | Apr 2021 |
Royal London Sus Wrld Trst | Co | Apr 2021 |
Royal London Sus Div Trst | Co | Apr 2021 |
Sebastien Beguelin
has managed this fund for 3 years .
Sebastien Beguelin, CFA – Sustainable Fund Manager, Sebastien joined the Sustainable team as a Fund Manager in October 2020. He initially joined Royal London Asset Management in 2014 as an Equity Analyst and then as a Fund manager in the European team. He co-manages the Global Sustainable Equity and Sustainable Growth Funds and Sustainable Leaders, World and Diversified trusts alongside Mike and George. Before RLAM, he worked in Paris as an Equity Analyst at Sycomore Asset Management and Comgest. Sebastien holds a Bachelor in Economics from the University of Savoy, a Masters in Management from the Toulouse Business School in France and is a CFA Charterholder.
Manager Cumulative Performance v Peer Group
All funds managed by Sebastien
Name of Security | Sole/Co | Managed Since |
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Royal London Sus Div Trst | Co | Apr 2021 |
Royal London Gbl Sus Eq | Co | Apr 2021 |
Royal London Sus Ldrs Trst | Co | Apr 2021 |
Royal London Sus Div Trst | Co | Apr 2021 |
Royal London Sus Ldrs Trst | Co | Apr 2021 |
Royal London Sus Div Trst | Co | Apr 2021 |
Royal London Sus Wrld Trst | Co | Apr 2021 |
Royal London Sus Wrld Trst | Co | Apr 2021 |
Royal London Sus Div Trst | Co | Apr 2021 |