Manager
Royal London Asset Management
Sector
Mixed Investment 40-85% Shares
Structure
Unit trust
Domicile
United Kingdom
Currency
GBP
Launched
21 Sept 2009
Benchmark
Mixed Investment 40-85% Shares
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| 1 year |
| +21.13% |
| — |
| — |
| — |
| 3 years | +50.56% | — | — | — |
| 5 years | +50.45% | — | — | — |
| Annualised (a year) | ||||
| 3 years | +14.60% | — | — | — |
| 5 years | +8.51% | — | — | — |
| 10 years | +12.70% | — | — | — |
| Since launch | +12.62% | — | — | — |
| 3.24% |
| 6 | HSBC Holdings Plc | 3.05% |
| 7 | Sumitomo Mitsui Financial Group, Inc. | 3.02% |
| 8 | Standard Chartered PLC | 2.97% |
| 9 | Comfort Systems USA, Inc. | 2.94% |
| 10 | Broadcom Inc. | 2.77% |
| 3.4% |
| Consumer Staples | 2.7% |
| Materials | 2.4% |
| Cash | 2.2% |
| Utilities | 1.7% |
| Equity | 84.9% | |
| Fixed Income | 12.9% | |
| Cash | 2.2% |