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
3
3 Year Sharpe
1.18
3 Year Alpha
6.52
Yield
1.9 %
Benchmark
FTSE AllSh TR GBP
The fund seeks to provide above-average capital growth through investment in companies that have a positive effect on the environment, human welfare and quality of life. The Trust invests predominantly in the UK but with some exposure to the US and Europe. The core of the investment portfolio consists of shares in companies involved wholly or in part in the manufacture of products, industrial processes or the provision of services associated with improving the environment and the enhancement of human health and safety. The fund manager also invests in companies whose management are making above-average efforts in corporate responsibility. The fund is screened in accordance with The Co-operative Investments ethical investment policy, a copy of which is available on request.
Holding %
AstraZeneca PLC 4.89 %
Rentokil Initial PLC 4.79 %
Smith & Nephew PLC 4.65 %
Experian PLC 4.42 %
SSE PLC 4.29 %
Unilever PLC 4.03 %
RELX PLC 4.00 %
London Stock Exchange Group PLC 3.89 %
Sage Group (The) PLC 3.83 %
Microsoft Corp 3.28 %
Region %
United Kingdom 78.55 %
United States 17.41 %
Sector %
Healthcare 18.87 %
Industrials 16.16 %
Consumer Cyclical 14.00 %
Financial Services 12.71 %
Technology 11.10 %
Real Estate 8.79 %
Consumer Defensive 8.22 %
Utilities 6.42 %
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.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

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.