Royal Lo...

Price: 296.00 GBP

Change: icon-up-small 1.06%

Royal London Sustainable Leaders Trust C Acc

Royal London Sustainable Leaders Trust C Acc



IA Sector:

IA UK All Companies

Risk level:


FE fundinfo Rating:

5 of 5



296.00 GBP

03 December 2021

Last change:

icon-up-small 1.06%

1 year change:

icon-up-small 21.51%

5 year annualised return:


12 month yield:


At a glance

At a glance performance and information


Share Dealing Account Yes
ShareBuilder No

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  • Royal London Sustainable Leaders Trust C Acc
  • IA UK All Companies
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 30/09/16 to 30/09/17 30/09/17 to 30/09/18 30/09/18 to 30/09/19 30/09/19 to 30/09/20 30/09/20 to 30/09/21
Royal London Sustainable Leaders Trust C Acc 10.63% 11.42% 15.03% 1.71% 21.15%
IA UK All Companies 13.65% 5.54% -0.03% -12.76% 32.38%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns


Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Royal London Sustainable Leaders Trust C Acc -0.60% 10.49% 21.51% 14.81% 13.82%
IA UK All Companies -3.82% 1.09% 16.16% 7.18% 6.84%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The investment objective is to achieve capital growth over the medium term (3-5 years) by investing at least 80% in the shares of UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society.

Manager name:


Manager start date:

01 April 2021

Investment style:


Region (geographical):

United Kingdom

Manager Biography:

George joined Royal London Asset Management in February 2020 as a Fund Manager on the Sustainable Investment Team and is co-managing the Global Sustainable Equity Fund alongside Mike. Prior to this, George worked as an Investment Manager on the Global Sustainable Equity Team at Janus Henderson having joined Janus Henderson in 2010 as a graduate. George is a CFA Charterholder and has a BSc Economics and Finance from the University of Southampton.




IA UK All Companies

FE fundinfo Rating:

5 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.76%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: Bank of Scotland The cost of buying or selling some or all of your investment. £9.50 (per online trade)

Asset Allocation

Fund size: 3,222,745,631.34 £

Chart date: December 3, 2021

Top 10 Holdings

Top 10 Holdings
Security Weight
Prudential plc 5.01%
Experian group ltd usd0.1 4.70%
Astrazeneca plc 4.57%
Sse plc 4.49%
Croda international plc 4.35%
Rentokil initial plc 4.13%
Ferguson newco plc gbp0.10 3.97%
Segro reit gbp0.1 3.63%
Sage group plc 3.58%
London stock exchange group plc 3.55%


Sectors Weight
Health Care 22.30%
Financials 15.90%
Energy 15.20%
Real Estate 11.40%
Consumer Staples 11.20%
Utilities 7.80%
Telecommunications 6.30%
Basic Materials 5.10%
Consumer Discretionary 4.80%

World regions

World regions
Country Weight
UK 83.78%
USA 11.39%
Germany 2.43%
Denmark 1.38%
France 1.02%

Important legal information

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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