Royal London Global Sustainable Equity Fund Class M AccumulationRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 22.0 | -15.7 | 21.7 | 4.8 | |
+/-Cat | - | 7.5 | 2.3 | 5.6 | -2.0 | |
+/-B’mrk | - | 4.0 | 3.2 | -0.7 | -2.9 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 28/03/2024 | GBP 1.74 | |
Day Change | 0.23% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BL6V0581 | |
Fund Size (Mil) 28/03/2024 | GBP 334.10 | |
Share Class Size (Mil) 29/02/2024 | GBP 70.41 | |
Max Initial Charge | - | |
Ongoing Charge 15/08/2023 | 0.72% |
Investment Objective: Royal London Global Sustainable Equity Fund Class M Accumulation |
The Fund’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by predominantly investing globally in the shares of companies listed on stock exchanges that are deemed to make a positive contribution to society. Investments in the Fund will adhere to the Investment Manager’s ethical and sustainable investment policy. At least 80% of the Fund will be invested in shares of companies globally, both in developed and emerging markets. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mike Fox 25/02/2020 | ||
Sebastien Beguelin 01/04/2021 | ||
Click here to see others | ||
Inception Date 25/02/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Royal London Global Sustainable Equity Fund Class M Accumulation | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.38 |
Schneider Electric SE | Industrials | 3.48 |
Westinghouse Air Brake Technolog... | Industrials | 3.28 |
Thermo Fisher Scientific Inc | Healthcare | 3.25 |
Visa Inc Class A | Financial Services | 3.04 |
Increase Decrease New since last portfolio | ||
Royal London Global Sustainable Equity Fund Class M Accumulation |