Quick Stats

Bid Price - Offer Price -
Mid Price GBX 562.50 Day Change GBX +1.30 (0.23%)
Price Date 20 Oct 2017 Crown Rating 5
Shares Class Inc. Yield 1.23 %
Total Expense Ratio 1.53 Fund Size 579,563,400.00
Launch Date 29/05/1990 Standard Initial Charge (%) 1.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.53
ISIN GB0001615102 Min TopUp (£) 500.00

Fund Objective

A UK growth fund focusing on the core themes of the environment, human welfare and sustainability to generate superior investment returns. The fund aims to provide first quartile performance over a rolling three year period measured against the UK All Companies sector. The Fund also aims to outperform the FTSE All-Share index.

Fund Managers

Mike Fox
Mike joined RLAM in August 2013 following the acquisition of The Co-operative Asset Management by the Royal London Group. He is Head of Sustainable Investments at RLAM. Mike became a fund manager in November 2003 when he took over managing the RL Sustainable Leaders Trust. Prior to this, Mike worked as a deputy fund manager at the Co-operative employee pension fund for two years and as an investment analyst for two years covering the utility, support services and media sectors. Mike originally trained and qualified as a chartered accountant with Ernst & Young in Manchester.