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Royal London Ethical Bond Z Inc

Ranked 17 out of 107 in - Sterling Corporate Bond over 36 months
All calculations are in GBP unless stated

Managed by

Eric Holt

Eric Holt has extensive knowledge of UK investment grade and high yield corporate bonds, gained over a career spanning more than 30 years. He has overall responsibility for RLAM’s credit research process, as well as managing the Sterling Extra Yield Bond Fund and the Ethical Bond Fund. He joined RLAM in 1999 following Royal London’s acquisition of United Assurance. Eric is a graduate of Nottingham University with a degree in mathematics and is an associate of the Institute of Actuaries.

Objective

The investment objective of the Fund is to maximise income and maintain capital over the medium to long term by investing in mainly Sterling denominated fixed interest securities issued by companies and organisations which meet the Fund's predefined ethical criteria.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/03/2016 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.9%
2018 -1.1% -1.0% 0.4% -0.2% -0.4%
2017 7.3% 2.9% 1.2% 0.6% 2.4%
2016 9.8% 2.3% 3.0% 6.7% -2.3%
2015 1.6% 3.2% -3.1% 1.1% 0.5%
2014 13.9% 3.4% 2.8% 2.8% 4.3%
2013 2.7% 2.5% -2.6% 2.4% 0.6%
2012 15.6% 2.8% 2.3% 6.8% 3.0%
2011 9.8% 2.8% 2.2% 0.9% 3.6%
2010 12.1% 5.4% 2.6% 6.5% -2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/10/2009
  • Share Class size774Mn
  • Base currencyGBP
  • ISIN GB00B4TDBC68

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0.30%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).