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Royal London Sustainable Leaders Trust

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Royal London Sustainable Leaders Trust C Acc
Select Performance Currency
Pound Sterling
  • What is the Fund’s objective?

    A UK growth fund focusing on the core themes of the environment, human welfare and sustainability to generate superior investment returns. The fund aims to provide first quartile performance over a rolling three year period measured against the UK All Companies sector. The Fund also aims to outperform the FTSE All-Share index.

    How does FE rate this fund?

    Who manages this fund?

    Mike Fox Since 03-Nov-2003

    Mike joined RLAM in August 2013 following the acquisition of The Co-operative Asset Management by the Royal London...

    Primary manager

  • How has this fund performed?

    Cumulative Performance chart

    View event history

    Cumulative Performance as at 15/08/2017
        3m 6m 1yr 3yrs 5yrs
    Royal London Sustainable Leaders Trust C Acc +1.4 +7.5 +9.4 +40.1 +96.3
    UK All Companies +0.3 +5.6 +12.7 +26.2 +66.0

    Discrete Performance chart

  • Forensic News Alerts

  • Ratios and Analysis

    How does this fund compare against other funds in UK All Companies?

    Quartile Ranking

        1y 3y
    ? Position 212 / 275 32 / 257
    ? Quartile 4 1

    Ranking is for the main unit within the sector View other funds in this sector

    Other Rating

    Morningstar Analyst

    Ratio Info

        1y 3y
    ? Volatility 7.79 9.94
    ? Alpha -4.56 4.39
    ? Beta 1.10 0.91
    ? Sharpe 1.19 0.85
    ? Info Ratio -0.80 0.67
    ? R2 0.74 0.71
    ? Quartiles:1 2 3 4

    Risk Score

    FE Risk scores allow you to see how risky a fund is in comparison with the FTSE 100.

    This fund: 91
    FTSE 100: 100
    Cash: 0

    Investment Details

    Initial 0.00%
    Annual 0.75%
    ? OCF 0.77%
    ? Performance Fee N/A
    Minimum Investment?
    Initial £ 1,000
    Additional £ 500
  • Prices

      Unit type Currency Bid Offer Date Yield Citicode SEDOL ISIN
    Royal London Sustainable Leaders Trust C Acc ACC GBX 183.10 16 Aug 2017 1.90 GVVX B7V23Z9 GB00B7V23Z99

    Change the share class at the top of the page to see details of other share classes for this fund.

  • What does this fund invest in?

    Asset Class Breakdown (31 Jul 2017)

    Rank Asset %    
    1 UK Equities 81.32
    2 International Equities 17.62
    3 Money Market 1.06

    Top Holdings (31 Jul 2017)

    Rank Largest Holdings %  
    2 UNILEVER 4.98
    3 AMAZON.COM INC 4.79
    8 RELX NV 3.67
    9 SMITH(DS) 3.63
    10 ALPHABET INC 3.62
  • Additional Information

    Additional Information

    Legal Structure: UNIT
    Own ISA wrapper: YES help with ISA
    Trustee / Depositary: HSBC Bank Plc
    Registrar: CIS Unit Managers Limited
    Multi-Manager: NO
    Dividend policy: Jun 01 (Final), Dec 01 (Interim)
    Fund size: £546.8m / $703.6m (15-Aug-17)
    Unit Launch: 26-Nov-2012
    Fund Launch: 29-May-1990
    Savings plan: NO
    Pricing times: 12:00 Daily
    Dealing times: Mon-Fri 08:30 to 16:00
    Dealing frequency: Daily
  • News and Research about this fund

    Relevant articles

    Relevant Guides

  • Contact Details

    0845 603 9986 (Broker Line)
    0845 746 4646 (Dealing & Administration)
    0161 837 4048 (Fax Number)

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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