Royal London Sustainable World Trust Class C Acc
The core aim of this fund is to invest in innovative companies having a positive impact on society. It also invests in companies showing leadership in environmental, social and governance (ESG) management. There tends to be a bias towards the US and developed markets because that is where the manager tends to find innovation and companies with the strongest ESG standards.
Holding | % |
---|---|
Roche Holding AG Dividend Right Cert. | 3.19 % |
AstraZeneca PLC | 3.10 % |
Rentokil Initial PLC | 3.07 % |
adidas AG | 3.04 % |
London Stock Exchange Group PLC | 2.98 % |
Agilent Technologies Inc | 2.85 % |
Experian PLC | 2.82 % |
Visa Inc Class A | 2.73 % |
Microsoft Corp | 2.71 % |
Alphabet Inc A | 2.60 % |
Region | % |
---|---|
United States | 40.32 % |
United Kingdom | 24.70 % |
Europe - ex Euro | 16.65 % |
Eurozone | 16.27 % |
Sector | % |
---|---|
Healthcare | 24.55 % |
Technology | 22.00 % |
Industrials | 15.48 % |
Consumer Cyclical | 10.34 % |
Basic materials | 8.24 % |
Financial Services | 6.79 % |
Consumer Defensive | 5.48 % |
Managers
Mike Fox
Joined 09/21/2009
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.
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