Royal London Sustainable Diversified Trust Class C Acc

Royal London Sustainable Diversified Trust Class C Acc
RLUM Limited
Unit Trust
Mixed Investment 20-60% Shares
0.77 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.4 %
IA Mixed Investment 20-60%Shares
The fund seeks to provide capital growth from a diverse range of asset classes, for example equities, fixed income, property-related investments and cash, mainly in the United Kingdom. The Trust invests mainly in UK equities and fixed income securities, e.g. corporate and government bonds. Asset allocation will be used to manage risk within the fund in order to deliver improved returns. The fund may also invest in any other asset classes (including derivatives and forward transactions, approved money-market instruments, deposits, units in collective investment schemes and property-related investments).
Holding %
SSE PLC 2.24 %
AstraZeneca PLC 1.97 %
Microsoft Corp 1.94 %
RELX PLC 1.83 %
Segro PLC 1.81 %
Agilent Technologies Inc 1.81 %
Experian PLC 1.80 %
Rentokil Initial PLC 1.80 %
London Stock Exchange Group PLC 1.76 %
Roche Holding AG Dividend Right Cert. 1.75 %
Region %
United Kingdom 45.97 %
United States 31.73 %
Europe - ex Euro 11.40 %
Eurozone 10.90 %
Sector %
Healthcare 22.98 %
Technology 15.44 %
Industrials 14.80 %
Utilities 8.51 %
Communication Services 6.96 %
Consumer Cyclical 6.84 %
Real Estate 6.71 %
Financial Services 6.65 %
Basic materials 6.12 %
RLUM Limited
United Kingdom
Legal Structure
Unit Trust


Mike Fox
Joined 11/26/2012

Mike is investment manager of the CIS Sustainable Leaders Trust and has been doing this job since November 2003. Mike selects, from the list of companies meeting the criteria of the Trust, the companies most likely to provide strong investment performance.

Data provided by Morningstar.

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