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Royal London Sustainable Leaders Trust A Inc

Ranked 10 out of 255 in - UK (All Companies) 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 capital growth from a diverse portfolio of equities, mainly in the United Kingdom and in any economic sector. Investment will be limited to companies which are likely to benefit from measures taken to improve the environment, human welfare and the quality of life. The majority of the Trust’s assets are represented by investments in quoted UK companies and the remainder in quoted overseas securities.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -2.7% -4.3% 9.9% 0.8% -8.2%
2017 14.9% 5.3% 3.9% 0.7% 4.4%
2016 8.0% -3.1% 1.7% 9.7% -0.3%
2015 8.8% 7.4% -3.2% -2.5% 7.3%
2014 3.6% -1.5% 0.1% 0.9% 4.1%
2013 32.1% 12.1% 2.8% 5.5% 8.6%
2012 18.9% 10.9% -3.0% 7.6% 2.8%
2011 -3.8% -0.9% 0.5% -10.0% 7.3%
2010 10.1% 3.3% -6.4% 8.8% 4.7%
2009 22.0% -12.6% 15.9% 18.8% 1.5%
2008 -25.8% -6.9% -1.9% -4.8% -14.7%
2007 -2.7% 4.1% -2.1% -3.4% -1.2%
2006 31.9% 8.3% -1.0% 8.3% 13.6%
2005 21.7% 2.4% 4.6% 5.4% 7.9%
2004 19.5% 3.7% 3.1% 1.4% 10.3%
2003 18.9% -3.5% 13.1% 4.4% 4.3%
2002 -29.2% -0.3% -12.5% -18.8% 0.0%
2001 -19.7% -10.4% 1.6% -18.9% 8.8%
2000 -4.2% 0.2% -3.6% 4.1% -4.7%
1999 18.4% 3.5% 2.2% -1.1% 13.2%
1998 15.5% 16.3% 4.4% -14.1% 10.7%
1997 14.1% 5.2% -0.2% 8.8% -0.2%
1996 13.5% 7.1% 4.8% 2.1% -0.9%
1995 18.5% 1.9% 7.3% 7.4% 0.9%
1994 -3.2% -0.1% -5.7% 2.4% 0.4%
1993 24.0% 6.1% 1.9% 5.8% 8.4%
1992 24.8% 4.9% 7.2% -2.6% 13.9%
1991 28.7% 21.6% 0.2% 8.5% -2.6%
1990 -14.7% 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Rentokil Initial PLC ORD 4.79%
AstraZeneca PLC ORD 4.44%
Experian PLC ORD 4.23%
Relx PLC ORD 4.10%
Smith & Nephew PLC ORD 4.09%
Sage Group PLC ORD 4.00%
Microsoft Corp ORD 3.74%
Alphabet Inc ORD 3.68%
DS Smith PLC ORD 3.58%
Unilever PLC ORD 3.57%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/05/1990
  • Share Class size360Mn
  • Base currencyGBP
  • ISIN GB0001615102

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

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

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