Royal London RL Global Equity Diversified Fund
€1.6850
-0.35% today€215.00M
20 Jul 2021
18 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
The actively managed fund aims to achieve a return on your investment, through a combination of capital growth and income on the fundâ€s assets, by mainly investing globally in equities and promotes environmental and social characteristics in line with our responsible investment policy. Due to its high equity exposure, this fund is expected to be more volatile and is suited to a longer term investment horizon (7 +Years).
Fund chart
3 Year Performance: 62.60%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Microsoft Corporation
NVIDIA Corporation
Apple Inc.
Amazon.com
Alphabet Inc. Class A
JPMorgan Chase & Co.
Taiwan Semiconductor Manufacturing Co.
Broadcom Inc.
Visa Inc. Class A
Berkshire Hathaway Inc. Class B
Asset Split
- Other
- Health Care
- Information Technology
- Energy
- Materials
- Consumer Discretionary
- Consumer Staples
- Financials
- Industrials
- Communication Services
Cumulative performance
Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.
| Period | Return | Quartile rank |
|---|---|---|
1 Day | 0.00% | Top 100% |
1 Week | 0.37% | Top 75% |
1 Month | +4.87% | Top 25% |
QTD | +11.57% | Top 25% |
3 Month | +7.42% | Top 25% |
6 Month | +12.77% | Top 25% |
9 Month | +17.63% | Top 25% |
YTD | +9.42% | Top 25% |
1 Year | +21.60% | Top 25% |
2 Year | +30.68% | Top 25% |
3 Year | +62.75% | Top 25% |
4 Year | +76.81% | Top 25% |
Launch | +76.96% | Top 100% |
Chart view
Risk metrics
Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.
Frequently asked questions
Common questions about Royal London RL Global Equity Diversified Fund.
Over the past year, Royal London RL Global Equity Diversified Fund has returned +21.60%, placing it in the top quartile (top 25%) of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.
The actively managed fund aims to achieve a return on your investment, through a combination of capital growth and income on the fundâ€s assets, by mainly investing globally in equities and promotes environmental and social characteristics in line with our responsible investment policy. Due to its high equity exposure, this fund is expected to be more volatile and is suited to a longer term investment horizon (7 +Years). The fund's largest allocation is to Information Technology at 26.5%.
Your personal appetite for risk should guide fund selection. A regulated pension advisor can help you identify a fund aligned with your risk profile and retirement timeline.
Royal London RL Global Equity Diversified Fund
Equity Global
€ 215.00 Million