Royal London Sustainable Leaders Trust

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Royal London Sustainable Leaders Trust Class C Acc

Category UK Large-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

327.70p

arrow-up0.30p (+0.09%)

Fund Code

COSLA

B7V23Z9

GB00B7V23Z99

Prices updated as at 20 May 2024
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Prices in GBX
Investment objective
The Scheme’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing predominantly in the shares of UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society. Investments in the Scheme will adhere to the Manager’s ethical and sustainable investment policy. At least 80% of the Scheme will be invested in UK companies which are listed on the London Stock Exchange.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 21 May 2024, 05:05

Trailing returns (%) as of 21 May 2024, 05:05

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 13 - 31 Mar 1416.7711.16
31 Mar 14 - 31 Mar 1513.676.59
31 Mar 15 - 31 Mar 16-1.28-3.91
31 Mar 16 - 31 Mar 1718.1118.76
31 Mar 17 - 31 Mar 185.240.61
31 Mar 18 - 31 Mar 1910.415.09
31 Mar 19 - 31 Mar 201.79-18.97
31 Mar 20 - 31 Mar 2122.2730.63
31 Mar 21 - 31 Mar 2214.479.86
31 Mar 22 - 31 Mar 23-1.112.09
31 Mar 23 - 31 Mar 2411.557.84

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.090.44
1 Month7.308.01
3 Months8.269.51
6 Months15.2714.29
1 Year10.5211.53
3 Years annualised7.317.46
5 Years annualised9.105.77
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.