Royal London Sustainable Corporate Bond Trust B Acc

The fund aims to achieve an income over a 12-month period that consistently exceeds typical cash deposit rates, paid out on a monthly basis, by predominantly investing in sterling-denominated bonds that are deemed to make a positive contribution to society. The investments will adhere to the Manager’s ethical and sustainable investment policy.

Typically, 80% of the fund's assets will be invested in a diversified portfolio of sterling-denominated bonds or bonds hedged back to sterling. The remainder of the assets may be invested in a range of securities, including government bonds, index-linked bonds, securitisations, supranational bonds, agency bonds, preference shares, floating-rate notes, asset-backed securities, and bonds denominated in currencies other than sterling. The fund focuses on the sustainability of the products and services of the companies it invests in, as well as their standards of environmental, social & governance (ESG) management, alongside financial analysis.

This fund may not be appropriate for investors who plan to withdraw their money within five years. It is recommended to aim to keep units for at least five years, although they can be sold at any time. The fund may also invest up to 10% in other investment funds and a small amount of its portfolio in derivatives for investment purposes and efficient portfolio management.

https://www.royallondon.com/pensions/investment-options/sustainable-fund-range/