Royal London Sustainable Leaders Trust Class C Acc

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Performance History31/03/2024
Growth of 1,000 (GBP) Advanced Graph
Royal London Sustainable Leaders Trust Class C Acc
Fund3.322.2-10.710.55.2
+/-Cat12.44.3-8.72.31.9
+/-B’mrk---2.91.8
 
Key Stats
NAV
19/04/2024
 GBX 305.40
Day Change -0.49%
Morningstar Category™ UK Large-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B7V23Z99
Fund Size (Mil)
19/04/2024
 GBP 3153.76
Share Class Size (Mil)
19/04/2024
 GBP 1311.46
Max Initial Charge -
Ongoing Charge
15/02/2024
  0.76%
Morningstar Research
Analyst Report22/03/2024
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
People24
Parent23
Process24
Performance
Price
Investment Objective: Royal London Sustainable Leaders Trust Class C Acc
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 Manager’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
Trailing Returns (GBP)19/04/2024
YTD1.43
3 Years Annualised4.78
5 Years Annualised7.88
10 Years Annualised9.11
12 Month Yield 1.81
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 BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPMorningstar UK All Cap TME NR 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 Acc29/02/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.230.0099.23
Bond0.000.000.00
Property0.000.000.00
Cash5.294.520.77
Other0.000.000.00
Top 5 Regions%
United Kingdom83.77
United States11.42
Eurozone3.82
Europe - ex Euro0.99
Canada0.00
Top 5 Sectors%
Industrials27.81
Financial Services20.67
Healthcare15.38
Technology8.37
Consumer Defensive8.05
Top 5 HoldingsSector%
RELX PLCIndustrialsIndustrials5.90
AstraZeneca PLCHealthcareHealthcare5.52
London Stock Exchange Group PLCFinancial ServicesFinancial Services5.25
Sage Group (The) PLCTechnologyTechnology5.07
Compass Group PLCConsumer CyclicalConsumer Cyclical5.03
Royal London Sustainable Leaders Trust Class C Acc

Related

* This share class has performance data calculated prior to the inception date, 2012-12-04. 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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