Royal London Sustainable Leaders Trust Class B IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 3.4 | 22.7 | -10.4 | 10.9 | 10.0 |
![]() | +/-Cat | 12.5 | 4.7 | -8.3 | 2.7 | -0.2 |
![]() | +/-B’mrk | - | - | - | 3.3 | -0.7 |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 2.67 | |
Day Change | 0.99% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B887YV76 | |
Fund Size (Mil) 13/08/2024 | GBP 3023.68 | |
Share Class Size (Mil) 13/08/2024 | GBP 42.28 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.38% |
Morningstar Research |
Analyst Report | 22/03/2024 Michael Born, Analyst Morningstar, Inc |
Royal London Sustainable Leaders Trust remains a strong choice for those seeking a sustainability strategy within UK equities. The strategy benefits from one of the most experienced managers in the space, an amply resourced team, and a... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Royal London Sustainable Leaders Trust Class B Inc |
The Scheme’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing predominantly in the shares of UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society. Investments in the Scheme will adhere to the Investment Adviser’s ethical and sustainable investment policy. At least 80% of the Scheme will be invested in UK companies which are listed on the London Stock Exchange. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Mike Fox 03/11/2003 | ||
Sebastien Beguelin 01/04/2021 | ||
Click here to see others | ||
Inception Date 04/12/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Royal London Sustainable Leaders Trust Class B Inc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.37 |
![]() | ![]() | 5.83 |
![]() | ![]() | 5.33 |
![]() | ![]() | 4.82 |
![]() | ![]() | 4.66 |
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Royal London Sustainable Leaders Trust Class B Inc |