Royal London Global Sustainable Equity Fund

The RL Global Sustainable Equity Fund mainly invests globally in equities, which are shares in companies. It looks for businesses that are deemed to make a positive contribution to society, so the portfolio is built around sustainable themes rather than a narrow regional focus. The fund is actively managed by RLAM.

The RL Global Sustainable Equity Fund aims to deliver a return through a combination of capital growth and income. In practice, that means it seeks both an increase in the value of its holdings and potential dividend income from the companies it owns. Because it has high equity exposure, returns can move up and down more sharply than in lower-risk funds.

The RL Global Sustainable Equity Fund is designed for investors with a medium to long-term horizon, specifically at least 7 years. Its high equity exposure means it is expected to be more volatile, which means the value can rise or fall significantly over shorter periods. That makes it more suitable for investors who can stay invested through market ups and downs.

The RL Global Sustainable Equity Fund is exposed to market fluctuations, capital returns risk, currency risk, counterparty risk, liquidity risk, and sustainability risks. Currency risk means changes in exchange rates can affect returns when the fund owns overseas investments. Sustainability risk means a company may face financial or reputational problems if it does not meet environmental, social, or governance expectations.

The RL Global Sustainable Equity Fund holds a diversified mix of global companies across sectors such as Financials, Industrials, Information Technology, Consumer Discretionary, Health Care, Communication, and Consumer Staples. Its top holdings include Taiwan Semiconductor Manufacturing, Microsoft, Nvidia, Alphabet, and Standard Chartered. This gives the fund exposure to both developed and emerging markets, with notable positions in the United States, the United Kingdom, and Taiwan.