Royal London Sustainable Leaders Trust Class C Inc

Name
Royal London Sustainable Leaders Trust Class C Inc
Manager
RLUM Limited
Type
Unit Trust
ISIN
GB00B8HTH592
Sector
UK All Companies
Launched
04/12/2012
OCF
0.76 %
Risk Rating
1
3 Year Sharpe
0.96
3 Year Alpha
8.35
Yield
1.8 %
Benchmark
FTSE AllSh TR GBP
The trust aims to achieve capital growth from a diverse portfolio of equities, mainly in the United Kingdom and in any economic sector. Investment is limited to companies that are likely to benefit from measures to improve the environment, human health, safety and the quality of life.
Holding %
AstraZeneca PLC 4.95 %
SSE PLC 4.80 %
Rentokil Initial PLC 4.28 %
RELX PLC 4.14 %
London Stock Exchange Group PLC 4.10 %
Sage Group (The) PLC 4.09 %
Experian PLC 4.07 %
GlaxoSmithKline PLC 4.05 %
Smith & Nephew PLC 3.87 %
Microsoft Corp 3.22 %
Region %
United Kingdom 76.04 %
United States 17.78 %
Sector %
Healthcare 21.25 %
Industrials 14.93 %
Financial Services 14.61 %
Technology 9.60 %
Communication Services 9.31 %
Real Estate 8.47 %
Utilities 8.21 %
Consumer Cyclical 5.51 %
Name
RLUM Limited
Address
United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Mike Fox
Joined 11/03/2003

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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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.