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Royal London Sustainable Leaders Inclusive - Income (GBP)

Sell:766.20p Buy:766.20p Change: 5.90p (0.76%)
Prices as at 17 June 2021
Sell:766.20p
Buy:766.20p
Change: 5.90p (0.76%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 17 June 2021
Sell:766.20p
Buy:766.20p
Change: 5.90p (0.76%)
Prices as at 17 June 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

16/06/16 to 16/06/17 16/06/17 to 16/06/18 16/06/18 to 16/06/19 16/06/19 to 16/06/20 16/06/20 to 16/06/21
Annual return 25.76% 12.16% 5.26% 3.66% 20.33%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Royal London Asset Management (RLAM) is part of the Royal London Group and was established in 1988. The acquisitions of Scottish Life In 2001, and Scottish Provident and Phoenix Life Assurance in 2008 boosted the assets under management at the group, and it now looks after a diverse range of assets including fixed income, equities, cash and property. RLAM offers a wide choice of funds for investors. The company's forte is in the provision of income portfolios and its philosophy is that all well-diversified portfolios should include an element of income.

Information about the fund

Fund manager biography

manager photo
Manager Name: Sebastien Beguelin
Manager start date: 1 April 2021
Manager located in:

Since joining RLAM in 2014, Sebastien has worked on the European funds initially as an Equity Analyst and as Assistant Fund Manager since April 2017. Before joining RLAM, he worked in Paris as an Equity analyst at Sycomore Asset Management and prior to that was an Equity Analyst at Comgest. Sebastien holds a Bachelor in Economics from the University of Savoy, a Master in Management from the Toulouse Business School in France and is a CFA Charterholder.

manager photo
Manager Name: George Crowdy
Manager start date: 1 April 2021
Manager located in:

George joined Royal London Asset Management in February 2020 as a fund manager on the Sustainable Investment team and is co-managing the Global Sustainable Equity Fund alongside Mike. Prior to this, George worked as an investment manager on the Global Sustainable Equity Team at Janus Henderson having joined Janus Henderson in 2010 as a graduate. George is a CFA Charterholder and has a BSc Economics and Finance from the University of Southampton.

manager photo
Manager Name: Michael Fox
Manager start date: 3 November 2003
Manager located in: London

Mike is Head of Equities, Fund Manager of the Sustainable Leaders Trust and also the recently launched Sustainable World Trust. He has fulfilled his current role since 2008 and has managed the Sustainable Leaders since November 2003. The Sustainable Leaders Trust holds an OBSR A rating and Morningstar Bronze rating and was the first ethical fund to top the UK All Companies sector for the 12 months ending 31/01/2007. Prior to this, Mike worked as deputy fund manager on the Co-operative Insurance Society employee pension fund for 2 years and an investment analyst for 2 years covering the utility, support services and media sectors. Mike originally trained and qualified as a Chartered Accountant with Ernst & Young in Manchester.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account