Royal London Sustainable Leaders C Acc (Accumulation)

Price as at 14 February 2020
251.20 GBX
Last change
icon-up-small 0.32%
1 year change
icon-up-small 25.47%
5 year annualised return
12 month yield
Morningstar rating
5 of 5
Risk level

Risk considerations

Past performance is not a guide to future performance. Please remember the value of your investment may go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. For full information about the sources of data we use, please read the page footer.

Discrete calendar year performance

Discrete calendar year performance
Investment 31/12/14 to 31/12/15 31/12/15 to 31/12/16 31/12/16 to 31/12/17 31/12/17 to 31/12/18 31/12/18 to 31/12/19
Royal London... 9.41% 8.80% 15.81% -1.99% 29.51%
UK Large-Cap... 2.43% 13.11% 11.63% -9.82% 19.35%
FTSE AllSh... 0.98% 16.75% 13.10% -9.47% 19.17%

Trailing returns


Trailing returns
Investment 3 months 6 months 1 year 3 years * 5 years *
Royal London... 8.37% 12.14% 25.47% 14.17% 11.44%
UK Large-Cap... 2.57% 0.67% 10.83% 5.09% 5.48%
FTSE AllSh... 2.21% 0.06% 10.67% 5.80% 6.28%

Fees and Charges

Fees and Charges
Initial charge: 0.00%
Ongoing Charges: 0.76%
Performance Fee: N/A
Typical transaction cost: 0.5% of your investment (you'll be provided with the exact cost before investing in a fund)
*Online dealing commission: £12.50

Asset Allocation

Fund Objective

The trust aims to achieve capital growth from a diverse portfolio of equities, mainly in the United Kingdom and in any economic sector. Investment is limited to companies that are likely to benefit from measures to improve the environment, human health, safety and the quality of life.

IA Sector:

UK All Companies

Manager name:

Mike Fox

Manager start date:

03 November 2003

Manager Biography:

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.

Morningstar® Category:

UK Large-Cap Equity

Morningstar Sector:


Region (geographical):


Top 10 Holdings

Top 10 Holdings
Security Weight
AstraZeneca PLC 4.91%
SSE PLC 4.70%
Rentokil Initial PLC 4.17%
Sage Group (The) PLC 4.03%
London Stock Exchange Group PLC 3.99%
Experian PLC 3.99%
RELX PLC 3.96%
Smith & Nephew PLC 3.92%
GlaxoSmithKline PLC 3.47%
Unilever PLC 3.19%


Sectors Weight
Healthcare 18.49%
Industrials 14.69%
Financial Services 14.30%
Technology 9.17%
Communication Services 8.99%
Real Estate 8.85%
Utilities 8.01%
Consumer Defensive 6.66%
Consumer Cyclical 6.54%
Basic Materials 4.30%

World regions

World regions
Country Weight
GBR 78.91%
USA 17.00%
DEU 2.05%
CHE 2.03%
Investment style
Unit type
Morningstar analyst rating™
Morningstar sustainability rating™
  • Yes Share dealing
  • Yes SIPP
  • No ShareBuilder
  • Yes ISA

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Important legal information

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 registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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