Royal London Sustainable Leaders Trust Class B Acc

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
Royal London Sustainable Leaders Trust Class B Acc
Fund--2.229.23.518.3
+/-Cat-7.69.912.63.1
+/-B’mrk-7.210.113.33.6
 
Key Stats
NAV
24/09/2021
 GBX 289.20
Day Change -1.47%
Morningstar Category™ UK Large-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B7YH3F12
Fund Size (Mil)
24/09/2021
 GBP 3110.01
Share Class Size (Mil)
24/09/2021
 GBP 0.01
Max Initial Charge -
Ongoing Charge
26/03/2021
  0.38%
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 B Acc
The Scheme’s investment objective is to achieve capital growth (1) 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)24/09/2021
YTD17.70
3 Years Annualised13.37
5 Years Annualised-
10 Years Annualised-
12 Month Yield 1.48
Management
Manager Name
Start Date
Mike Fox
03/11/2003
Sebastien Beguelin
01/04/2021
Click here to see others
Inception Date
09/10/2017
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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 B Acc31/08/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.050.0098.05
Bond0.000.000.00
Property0.000.000.00
Cash2.250.291.95
Other0.000.000.00
Top 5 Regions%
United Kingdom74.12
United States19.12
Eurozone2.64
Europe - ex Euro2.28
Asia - Developed1.83
Top 5 Sectors%
Healthcare17.53
Industrials15.86
Financial Services13.01
Technology10.69
Consumer Cyclical9.53
Top 5 HoldingsSector%
Prudential PLCFinancial ServicesFinancial Services4.57
Experian PLCIndustrialsIndustrials4.41
SSE PLCUtilitiesUtilities4.27
AstraZeneca PLCHealthcareHealthcare4.23
Croda International PLCBasic MaterialsBasic Materials4.15
Royal London Sustainable Leaders Trust Class B Acc

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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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