Fund factsheetFundFacts API
Issuer Royal London Asset ManagementFigures as of 2026-08-31Generated 4 Oct 2026

Royal London Sustainable Leaders Trust - C Acc GBP

GB00B7V23Z99UCITS Fund

Objectives and investment policy Objectives and investment policy Objective Objective Objective Objective The Fund’s financial objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, and to outperform the FTSE All-Share Index (the "Index") over a rolling 5- year periods.

Growth of 100

10015020025020172019202120232025
Fund252FTSE All-Share Index (Total Return, GBP)223
2015-12 → 2025-12 · rebased to 100

Key facts

TER0.76%
Fund size£2,453.72m
Inception1990-05-29
Holdings36
CurrencyGBP
DistributionAccumulating

Top holdings

  1. 01HSBC Holdings Plc7.46%
  2. 02Standard Chartered PLC6.28%
  3. 03NatWest Group Plc5.83%
  4. 04AstraZeneca PLC5.55%
  5. 05Diploma PLC5.20%
  6. 06SSE PLC4.10%
  7. 07Lloyds Banking Group plc4.09%
  8. 08London Stock Exchange Group plc3.97%
  9. 09Compass Group PLC3.73%
  10. 10Amazon.com, Inc.3.69%

Sectors

30%Financials
  • Financials30.4%
  • Industrials26.4%
  • Health Care12.3%
  • Consumer Discretionary9.1%
  • Technology7.8%
  • Utilities7.5%
  • Consumer Staples3.0%
  • Other3.5%

Countries

  1. UK81.4%
  2. US7.7%
  3. Eurozone6.5%
  4. Europe - Other4.4%

Risk & profile

1
2
3
4
5
6
7
Lower risk · lower rewardHigher risk · higher reward
UK Blend Equity
RiskHighValuationBlendConcentrationBalancedRegionUKSectorFinancials

Calendar-year returns

+8.8%2016+15.8%2017−2.0%2018+29.5%2019+3.3%2020+22.2%2021−10.7%2022+10.5%2023+8.7%2024+16.4%2025
Fund FTSE All-Share Index (Total Return, GBP)

Annualised returns

PeriodFundIndexDiff
3 Years p.a.+6.27%+11.16%−4.89%
5 Years p.a.+11.65%+16.88%−5.23%

Risk & valuation metrics

P/E ratio20.1x
Income yield2.4%

Figures as of 2026-08-31. Data from FundFacts API; not investment advice.