Royal London Sustainable World Trust A Inc

Ranked 5 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Michael Fox

Michael Fox is head of sustainable investments and fund manager of the Sustainable Leaders, World and Diversified Trusts at Royal London Asset Management. He has managed the Sustainable Leaders trust since November 2003. Prior to this, Fox worked as a deputy fund manager at the Cooperative employee pension fund for two years and as an investment analyst covering the utility, support services and media sectors. Fox originally trained and qualified as a chartered accountant with Ernst & Young in Manchester. Fox has spent the majority of his career assessing environmental, social and governance issues and how they influence investment decisions. He is a specialist in sustainable investing.

Objective

The investment objective is to provide medium to long-term capital growth via worldwide investments in multiple asset classes that adhere to the Managers ethical investment policy.The current policy is to actively manage the Scheme which invests primarily in equities (up to a maximum of 85% of the Scheme), and some fixed income securities.The Scheme is screened in accordance with the Managers ethical and sustainable investment policy.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.0%
2018 -3.8% -3.7% 7.6% 3.7% -10.5%
2017 17.2% 6.9% 2.4% 1.4% 5.6%
2016 15.4% -1.1% 5.6% 8.9% 1.5%
2015 8.6% 7.7% -3.9% -2.8% 7.9%
2014 9.4% -0.8% 2.1% 3.5% 4.4%
2013 22.7% 11.3% 1.7% 2.1% 6.2%
2012 14.6% 7.5% -1.7% 7.1% 1.2%
2011 0.5% -1.0% 1.9% -5.4% 5.3%
2010 12.3% 6.3% -6.6% 7.6% 5.1%
2009 3.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Roche Holding AG Par 2.99%
Microsoft Corp ORD 2.95%
Visa Inc ORD 2.90%
CSX Corp ORD 2.87%
Experian PLC ORD 2.81%
Alphabet Inc ORD 2.80%
AstraZeneca PLC ORD 2.73%
SAP SE ORD 2.60%
Rentokil Initial PLC ORD 2.49%
Croda International PLC ORD 2.47%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/09/2009
  • Share Class size90Mn
  • Base currencyGBP
  • ISIN GB00B3PXJX09

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%
  • Initial investment1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).