Royal London Sustainable World Trust Class C Acc
Mixed Asset 61-100% Equity
Rated Fund 2013-20. Invests in innovative firms that have a positive impact on society
Royal London Sustainable World continues to rule the roost in this sector. It claimed another two Money Observer gongs in 2019 when it was named Best Ethical/SRI Mixed Asset Fund for the sixth consecutive year and highly commended in the Best Mixed Asset Higher Risk Fund category. It was previously highly commended in 2016 and won this award in 2015.
Mike Fox, manager since inception in 2009, can invest in equities and bonds but has kept the equity content close to the maximum of 85% in recent years. The core idea is to invest in growing, innovative firms that have a positive impact on society. This is supplemented by companies showing leadership in environmental, social and governance (ESG) management.
Fox believes that by investing in growing, innovative companies with talented management teams, inherent risks in the fund are reduced.
He is primarily interested in innovation and structural growth, rather than changing the fund to reflect shorter-term economic conditions. That said, he acknowledges that economic cycles provide him with opportunities to purchase investments at attractive valuations. He believes economies are continuing to deliver reasonable growth and that companies stand to benefit over the longer term.
The fund tends to be biased towards the UK and US, where he finds innovative companies with the strongest ESG standards. The fund has reasonable ongoing charges of 0.77%.
Narrative and ratings content all as of 01 January 2020.See all Money Observer rated funds
|Rentokil Initial PLC||3.38 %|
|Roche Holding AG Dividend Right Cert.||2.99 %|
|AstraZeneca PLC||2.97 %|
|Royal Philips NV||2.92 %|
|Amazon.com Inc||2.84 %|
|London Stock Exchange Group PLC||2.81 %|
|Microsoft Corp||2.75 %|
|Sage Group (The) PLC||2.66 %|
|Texas Instruments Inc||2.59 %|
|Ansys Inc||2.57 %|
|United States||45.33 %|
|United Kingdom||26.25 %|
|Europe - ex Euro||11.29 %|
|Consumer Cyclical||10.34 %|
|Financial Services||6.40 %|
|Communication Services||5.28 %|
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.