Royal London Sustainable Leaders Trust Class A IncRegister to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -2.7 | 28.6 | 2.5 | 21.6 | -6.8 |
| +/-Cat | 7.1 | 9.2 | 11.6 | 3.7 | -5.8 |
| +/-B’mrk | 6.7 | 9.4 | 12.3 | 3.3 | -7.6 |
| Category: UK Large-Cap Equity | ||||||
| Category Benchmark: FTSE AllSh TR GBP | ||||||
| Key Stats | ||
| NAV 23/05/2022 | GBX 753.00 | |
| Day Change | 0.01% | |
| Morningstar Category™ | UK Large-Cap Equity | |
| IA (formerly IMA) Sector | UK All Companies | |
| ISIN | GB0001615102 | |
| Fund Size (Mil) 23/05/2022 | GBP 3105.25 | |
| Share Class Size (Mil) 23/05/2022 | GBP 439.57 | |
| Max Initial Charge | - | |
| Ongoing Charge 05/11/2021 | 1.26% | |
| 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 | |
|---|---|
| People | Above Average |
| Parent | Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Royal London Sustainable Leaders Trust Class A Inc |
| 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 | ||||||||||||||||
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| Management | ||
Manager Name Start Date | ||
Mike Fox 03/11/2003 | ||
Sebastien Beguelin 01/04/2021 | ||
| Click here to see others | ||
Inception Date 29/05/1990 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE AllSh TR GBP | FTSE AllSh TR GBP |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Royal London Sustainable Leaders Trust Class A Inc | 31/03/2022 |
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| Top 5 Holdings | Sector | % |
 AstraZeneca PLC |  Healthcare | 5.30 |
| SSE PLC |  Utilities | 4.88 |
| London Stock Exchange Group PLC |  Financial Services | 4.83 |
| Experian PLC |  Industrials | 4.27 |
| Segro PLC |  Real Estate | 4.05 |
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 Increase Decrease  New since last portfolio | ||
| Royal London Sustainable Leaders Trust Class A Inc | ||
