Royal London Sustainable World Trust Class B IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 19.7 | 17.4 | -17.2 | 14.9 | 7.3 | |
+/-Cat | 12.8 | 3.8 | -7.4 | 5.4 | -0.4 | |
+/-B’mrk | 13.7 | 1.1 | -11.3 | 2.4 | -3.0 | |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBP 3.28 | |
Day Change | 0.95% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00B88FW840 | |
Fund Size (Mil) 14/08/2024 | GBP 3215.22 | |
Share Class Size (Mil) 14/08/2024 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 25/04/2024 | 1.02% |
Morningstar Research |
Analyst Report | 09/11/2023 Tom Mills, Senior Analyst Morningstar, Inc |
Royal London Sustainable World is a solid choice for investors looking for potentially higher capital growth mainly from global equities but also some exposure to bonds, using a sustainability approach that has been employed in a disciplined... | |
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 World 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 mainly in the shares of companies globally listed on stock exchanges 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 50%, up to a maximum of 85%, of the Scheme’s assets will be invested in the shares of companies globally. These will be businesses that are listed on stock exchanges in their respective countries. |
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Management | ||
Manager Name Start Date | ||
Mike Fox 21/09/2009 | ||
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 |
IA Mixed Investment 40-85% Shares | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Royal London Sustainable World Trust Class B Inc | 30/06/2024 |
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