Royal London Sustainable Leaders Trust Class C Acc

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Performance History31/05/2021
Growth of 1,000 (GBP) Advanced Graph
Royal London Sustainable Leaders Trust Class C Acc
Fund15.8-2.029.53.37.7
+/-Cat4.27.810.212.4-4.3
+/-B’mrk2.77.510.313.1-3.2
 
Key Stats
NAV
18/06/2021
 GBX 274.30
Day Change 0.51%
Morningstar Category™ UK Large-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B7V23Z99
Fund Size (Mil)
18/06/2021
 GBP 2848.82
Share Class Size (Mil)
18/06/2021
 GBP 943.98
Max Initial Charge -
Ongoing Charge
26/03/2021
  0.76%
Morningstar Research
Analyst Report

Royal London Sustainable Leaders Trust 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)18/06/2021
YTD9.85
3 Years Annualised10.70
5 Years Annualised13.87
10 Years Annualised*12.42
12 Month Yield 1.10
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 Acc30/04/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.030.0098.03
Bond0.000.000.00
Property0.000.000.00
Cash3.181.211.97
Other0.000.000.00
Top 5 Regions%
United Kingdom76.52
United States16.84
Eurozone2.66
Asia - Developed2.09
Europe - ex Euro1.89
Top 5 Sectors%
Industrials15.77
Healthcare15.71
Financial Services13.77
Technology10.53
Consumer Cyclical10.24
Top 5 HoldingsSector%
Prudential PLCFinancial ServicesFinancial Services4.94
Experian PLCIndustrialsIndustrials4.22
Unilever PLCConsumer DefensiveConsumer Defensive4.22
AstraZeneca PLCHealthcareHealthcare4.18
SSE PLCUtilitiesUtilities4.00
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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