Royal London Sustainable Leaders Trust Class C Acc

Performance History31/10/2020
Growth of 1,000 (GBP) Advanced Graph
Royal London Sustainable Leaders Trust Class C Acc
Fund8.815.8-2.029.5-6.2
+/-Cat----16.8
+/-B’mrk-8.02.77.510.316.8
 
Key Stats
NAV
27/11/2020
 GBX 238.90
Day Change -0.38%
Morningstar Category™ UK Large-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B7V23Z99
Fund Size (Mil)
27/11/2020
 GBP 2278.37
Share Class Size (Mil)
27/11/2020
 GBP 721.87
Max Initial Charge -
Ongoing Charge
19/02/2020
  0.76%
Morningstar Research
Analyst Report

Royal London Sustainable Leaders remains a strong choice for those seeking a sustainability strategy within UK equities. The investment process is disciplined, has a longer-term outlook, and has been executed well over the manager’s lengthy...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAbove Average
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: Royal London Sustainable Leaders Trust Class C Acc
The trust aims to achieve capital growth from a diverse portfolio of equities, mainly in the United Kingdom and in any economic sector. Investment is limited to companies that are likely to benefit from measures to improve the environment, human health, safety and the quality of life.
Returns
Trailing Returns (GBP)27/11/2020
YTD-1.20
3 Years Annualised7.88
5 Years Annualised9.45
10 Years Annualised*11.12
12 Month Yield 1.45
Management
Manager Name
Start Date
Mike Fox
03/11/2003
Inception Date
26/11/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Royal London Sustainable Leaders Trust Class C Acc31/10/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.670.0098.67
Bond0.000.000.00
Property0.000.000.00
Cash2.851.191.66
Other0.000.33-0.33
Top 5 Regions%
United Kingdom73.44
United States19.64
Europe - ex Euro4.92
Eurozone2.00
Canada0.00
Top 5 Sectors%
Healthcare19.81
Industrials17.12
Financial Services11.19
Technology11.15
Utilities8.84
Top 5 HoldingsSector%
AstraZeneca PLCHealthcareHealthcare5.21
Experian PLCIndustrialsIndustrials4.54
London Stock Exchange Group PLCFinancial ServicesFinancial Services4.40
SSE PLCUtilitiesUtilities4.39
Rentokil Initial PLCIndustrialsIndustrials4.35
Royal London Sustainable Leaders Trust Class C Acc

Related

* This share class has performance data calculated prior to the inception date, 2012-11-26. This is based upon a simulated/extended track record, using the track record of Royal London Sustainable Leaders A Inc (ISIN: GB0001615102), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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