Morningstar
RecommendedGuide to Asset Flows Open Window IconGuide to Indexes for Fund Management Open Window IconInvestment Analysis Platform for Fund Managers Fund Insights

Royal London Sustainable Leaders Trust Class A Inc

Register to Unlock Ratings
Performance History31/10/2021
Growth of 1,000 (GBP) Advanced Graph
Royal London Sustainable Leaders Trust Class A Inc
Fund14.9-2.728.62.517.5
+/-Cat3.37.19.211.62.3
+/-B’mrk1.86.79.412.31.9
 
Category: UK Large-Cap Equity
Category Benchmark: FTSE AllSh TR GBP
Key Stats
NAV
01/12/2021		 GBX 824.10
Day Change 0.38%
Morningstar Category™ UK Large-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0001615102
Fund Size (Mil)
01/12/2021		 GBP 3204.21
Share Class Size (Mil)
01/12/2021		 GBP 477.87
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
PeopleAbove Average
ParentAverage
ProcessAbove 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
Trailing Returns (GBP)01/12/2021
YTD17.56
3 Years Annualised14.35
5 Years Annualised12.80
10 Years Annualised12.81
12 Month Yield 0.64
Dividend Paying Frequency Half-yearly
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
Advertisement
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 A Inc31/10/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.100.0099.10
Bond0.000.000.00
Property0.000.000.00
Cash2.211.310.90
Other0.000.000.00
Top 5 Regions%
United Kingdom75.31
United States18.14
Eurozone3.43
Asia - Developed1.77
Europe - ex Euro1.35
Top 5 Sectors%
Industrials17.32
Healthcare15.77
Financial Services15.28
Consumer Cyclical10.61
Technology9.30
Top 5 HoldingsSector%
Prudential PLCFinancial ServicesFinancial Services4.95
Experian PLCIndustrialsIndustrials4.66
AstraZeneca PLCHealthcareHealthcare4.55
SSE PLCUtilitiesUtilities4.52
Croda International PLCBasic MaterialsBasic Materials4.32
Increase Decrease New since last portfolio
Royal London Sustainable Leaders Trust Class A Inc

Related

Fund Research & Insights
A Trust-y Trio? Our 3 Income Picks
We've looked in detail at some income-focused trusts with Morningstar Analyst Ratings
The numbers 1,2 and 3
Ollie Smith
Investor Views
'At 77, I'm Wiser (and Greener) Than I Was'
Retired investor Mary Ruston has been building her portfolio for 20 years
Woman facing piggy bank
Emma Simon
Special Report
Top Rated Sustainable Funds
We’ve screened the thousands of UK funds covered by Morningstar and found the highest rated and most sustainable
Gold trophy
James Gard
Equity Research & Insights
How Tech is Ushering in a New World
MICUK 2021: Polar Capital technology expert Ben Rogoff explains why he is bullish about a hybrid future of work and leisure
Morningstar Investment Conference 2021
Sunniva Kolostyak
Fund Research & Insights
10 Funds for a UK Recovery
Expectations of the strongest economic growth since the 1940s have pushed up UK equities and funds. But how can investors tap into that recovery?
Busy UK pubs in May 2021
James Gard
Investment Trust Research & Insights
Top Investment Trusts of Q1
The first quarter of the year saw a rally in unloved stocks, helping value trusts to the top of the table. But which investment trusts lagged in the f...
Up and down arrows
Holly Black
Fund Research & Insights
5 Funds for a UK Economic Rebound
The UK has just posted its biggest annual economic contraction on record. We profile three funds for a recovery and two built for a prolonged slowdown
UK high street
James Gard
Investment Trust Research & Insights
Best and Worst Investment Trusts of 2020
We look at the best and worst performing investment trusts with a Morningstar Analyst Rating after an unprecedented year
New gold trophy trophies thumbnail
Holly Black
ESG
How to Use the Morningstar ESG Commitment Level
Struggling to pick from the wide range of sustainable funds? Morningstar has launched the ESG Commitment Level to help
Sustainable image Morningstar ESG commitment thumbnail
Annalisa Esposito
ESG
Best and Worst ESG Funds of 2020 So Far
There's a wide gap between the winners and losers of 2020. We look at the top and bottom performing ESG funds of the year so far
Trophies thumbnail
Annalisa Esposito
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)
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement       

The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here

Select Your Site Edition To make sure the site is relevant to you, we need to know if you’re an individual investor or a financial professional.