Royal London Sustainable Leaders Trust Class E Acc
ISIN GB00BMWQ1737 / Valor null
Royal London Sustainable Leaders Trust Class E Acc
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General Objective
The fund aims to achieve capital growth over the medium term (3-5 years) by investing at least 80% in the shares of UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society. The Fund's performance target is to outperform the FTSE All-Share Index over a rolling 5-year period.
Fund Exposure
At least 80% of the Fund will be invested in shares of UK companies listed on the London Stock Exchange, with the possibility of investing up to 20% in shares of overseas companies. The Fund focuses on the sustainability of the products and services of the companies it invests in, as well as their standards of environmental, social & governance (ESG) management, alongside financial analysis.
Risks
This Fund may not be appropriate for investors who plan to withdraw their money within five years. It is recommended to aim to keep units for at least five years, although they can be sold at any time. The Fund may also invest up to 10% in other investment funds and a small amount of its portfolio in derivatives for efficient portfolio management.
Source
https://www.royallondon.com/pensions/investment-options/sustainable-fund-range/
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
