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Unit Trust
Royal London Sustainable Leaders Trust
Managed by Royal London Asset Management
Latest factsheet
Jun 2026
Fund size
£2.49bn
Yearly charge
–
Manager fee
–
Income yield
–
Holdings
37
Launched
29 May 1990
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 period. The Fund's sustainability objective is to invest in companies that make a positive contribution to one or more of the "Sustainability Themes" (Clean, Healthy, Safe, Inclusive), through their products or services as determined by the Investment Adviser using its "SustainabilityStandard".
Cumulative performance
| Period | Fund | Sector average | Benchmark | vs sector |
|---|---|---|---|---|
| 1M | – | – | – | – |
| 3M | +8.32% | – | +4.69% | – |
| 6M | +4.25% | – | +7.22% | – |
| 1Y | +13.91% | – | +21.89% | – |
| 3Y | +40.39% | – | – | – |
| 3Y | +11.96% | – | +15.24% | – |
| 5Y | +49.78% | – | – | – |
| 5Y | +8.41% | – | +10.91% | – |
| 10Y | +11.02% | – | +8.67% | – |
| Since launch | +9.21% | – | +8.34% | – |
Top holdings · top 10: 49.78%
| # | Holding | Weight | |
|---|---|---|---|
| 1 | HSBC Holdings Plc | 7.13% | |
| 2 | Standard Chartered PLC | 6.15% | |
| 3 | AstraZeneca PLC | 6.04% | |
| 4 | Diploma PLC | 5.09% | |
| 5 | NatWest Group Plc | 4.99% | |
| 6 | Rentokil Initial plc | 4.16% | |
| 7 | SSE PLC | 4.13% | |
| 8 | Schneider Electric SE | 4.12% | |
| 9 | Compass Group PLC | 4.09% | |
| 10 | RELX PLC | 3.88% |
Portfolio breakdown
Sector
| Financials | 29.40% | |
| Industrials | 23.40% | |
| Health Care | 12.80% | |
| Technology | 8.60% | |
| Consumer Discretionary | 7.40% | |
| Consumer Staples | 6.70% | |
| Utilities | 4.40% | |
| Basic Materials | 2.10% | |
| Telecommunications | 1.90% | |
| Real Estate | 1.30% | |
| Energy | 0.00% |
Source factsheets
| Month | Published by the manager | Read on |
|---|---|---|
| Jun 2026 | View original factsheet ↗ | 22 Aug 2026 |