Sustainable investing


Sustainable investing is a modern and inclusive method of embedding values in investing. The conceptual difference compared to responsible investing is that the screening is positive – rather than ‘screening out’, we ‘screen in’. It is about doing good, rather than avoiding bad.

The primary aim of the funds is to achieve or exceed market rates of return. We do this while integrating Environmental, Social and Governance (ESG) factors, seeking to make pragmatic investments that will have a positive impact on society. We believe that integrating these factors actually helps rather than hinders, long-term investment returns. 

Our sustainable investment process highlights market inefficiencies that can be exploited to generate positive investment returns and by considering both the positive and negative sides of ESG factors, we believe we have an edge over traditional fund managers.

Our sustainable fund range

Our range of five sustainable funds have an explicit mandate to invest only in companies that provide a positive net benefit to society or are ESG leaders relative to their peers. 
Integrating financial and ESG considerations with the aim of providing positive contributions to your clients’ portfolios
The funds are designed to work both as single funds and as a suite which spans the risk spectrum, ranging from 100% fixed interest to 100% equity, with three mixed asset funds. 
All five funds are risk profiled by Defaqto, meaning you can choose a blend of assets from our range of sustainable portfolios that match your clients’ appetite for risk and reward.
Experienced team and an established process, with expert oversight by an independent advisory committee.
  • Our range of five sustainable funds have an explicit mandate to invest only in companies that provide a positive net benefit to society or are ESG leaders relative to their peers. 
  • Integrating financial and ESG considerations with the aim of providing positive contributions to your clients’ portfolios
  • The funds are designed to work both as single funds and as a suite which spans the risk spectrum, ranging from 100% fixed interest to 100% equity, with three mixed asset funds. 
  • All five funds are risk profiled by Defaqto, meaning you can choose a blend of assets from our range of sustainable portfolios that match your clients’ appetite for risk and reward.
  • Experienced team and an established process, with expert oversight by an independent advisory committee.


* Figures show annualised returns, net of fees and tax, for the C Acc share class, except for RL Sustainable Diversified which uses C Inc share class. Source: FE as at 30 June 2019.

Source: FE as at 30 June 2019. Returns are net of fees and tax, for the C Acc share class, except for RL Sustainable Diversified, which uses C Inc share class. *The RL Sustainable Managed Income Trust aims to produce an attractive and consistent monthly income commensurate with long term capital stability. It invests predominantly in sterling fixed income securities. Past performance is not a reliable indicator of future results. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested.

Issued by Royal London Asset Management Limited, Firm Registration Number: 141665, registered in England and Wales number 2244297; Royal London Unit Trust Managers Limited, Firm Registration Number: 144037, registered in England and Wales number 2372439; RLUM Limited, Firm Registration Number: 144032, registered in England and Wales number 2369965. All of these companies are authorised and regulated by the Financial Conduct Authority. Royal London Asset Management Bond Funds Plc, an umbrella company with segregated liability between sub-funds, authorised and regulated by the Central Bank of Ireland, registered in Ireland number 364259. Registered office: 70 Sir John Rogerson’s Quay, Dublin 2, Ireland.

All of these companies are subsidiaries of The Royal London Mutual Insurance Society Limited, registered in England and Wales number 99064. Registered Office: 55 Gracechurch Street, London EC3V 0RL. The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The Royal London Mutual Insurance Society Limited is on the Financial Services Register, registration number 117672. Registered in England and Wales number 99064.

Independent advisory committee

Find out more about our external advisory committee here

Webinar series Autumn 2019 - 27 Sept, 2pm

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Back to the future: a decade of sustainable investing

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What is sustainable investing?

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Sustainability magazine

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