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Mixed Investment 0-35% Shares
Royal London Cautious Managed Fund
Managed by Royal London Asset ManagementPart of Royal London Bond Funds ICVC
Latest factsheet
Jun 2026
Fund size
£140.9m
Yearly charge
–
Manager fee
–
Income yield
–
Holdings
–
Launched
10 Jun 2015
The Fund's investment objective is to achieve a total return over the course of a market cycle, which should be considered as a period of 6-7 years, by predominantly investing in other funds, known as collective investment schemes (CIS). The Fund is actively managed, meaning that the manager will use their expertise to select investments to meet the objective.
Cumulative performance
| Period | Fund | Sector average | Benchmark | vs sector |
|---|---|---|---|---|
| 3M | +4.13% | – | +3.52% | – |
| YTD | +4.02% | – | +3.27% | – |
| 1Y | +9.70% | – | +8.14% | – |
| 3Y | +28.52% | – | – | – |
| 3Y | +8.72% | – | +7.50% | – |
| 5Y | +22.03% | – | – | – |
| 5Y | +4.06% | – | +3.09% | – |
| 10Y | +4.49% | – | +3.37% | – |
| Since launch | +4.42% | – | +3.65% | – |
Portfolio breakdown
Geography
| UK | 57.00% | |
| Emerging Market | 11.00% | |
| Europe ex UK | 8.40% | |
| Global | 7.00% | |
| North America | 2.00% | |
| Japan | 0.90% | |
| Asia Pacific ex Japan | 0.90% |
Asset allocation
| Credit Market | 32.20% | |
| Gilts | 29.10% | |
| UK Equities | 12.20% | |
| Emerging Equities | 8.80% | |
| Overseas Absolute Return | 7.50% | |
| Cash & | 7.00% |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jun 2026 | View original factsheet ↗ | 22 Aug 2026 |