Royal London Sustainable Div C Inc

Name
Royal London Sustainable Diversified Trust Class C Inc
Manager
RLUM Limited
Type
Unit Trust
ISIN
GB00B844WJ68
Sector
LC00000064
Launched
26/11/2012
OCF
0.77 %
Risk Rating
4
3 Year Sharpe
1.47
Yield
1.6 %
Benchmark
IA Mixed Investment 20-60%Shares
The fund seeks to provide capital growth from a diverse range of asset classes, for example equities, fixed income, property-related investments and cash, mainly in the United Kingdom. The Trust invests mainly in UK equities and fixed income securities, e.g. corporate and government bonds. Asset allocation will be used to manage risk within the fund in order to deliver improved returns. The fund may also invest in any other asset classes (including derivatives and forward transactions, approved money-market instruments, deposits, units in collective investment schemes and property-related investments).
Holding%
Amazon.com Inc2.96 %
Microsoft Corp2.80 %
Rentokil Initial PLC2.25 %
ASML Holding NV2.15 %
Alphabet Inc A2.12 %
Smith (DS) PLC1.90 %
AstraZeneca PLC1.87 %
St Modwen Properties PLC1.81 %
Infineon Technologies AG1.72 %
Prudential PLC1.66 %
Region%
United Kingdom49.38 %
United States26.02 %
Eurozone16.74 %
Europe - ex Euro5.56 %
Sector%
Technology21.20 %
Consumer Cyclical18.05 %
Industrials14.47 %
Financial Services13.74 %
Healthcare13.72 %
Real Estate6.27 %
Consumer Defensive5.73 %
Basic materials5.00 %
Name
RLUM Limited
Address
United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Mike Fox

Joined 11/26/2012

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.