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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Royal London Sustainable Leaders Trust D Acc GBP: holdings, performance and fees
1Y return+12.9%
3Y return+39.9%
5Y return+36.5%
OCF (ongoing charge)0.61%
Top 10 holdings
| Holding | Weight |
|---|---|
| HSBC HOLDINGS PLC | 7.5% |
| STANDARD CHARTERED PLC | 6.3% |
| NATWEST GROUP PLC ORD GBP1.0769 | 5.8% |
| ASTRAZENECA PLC | 5.5% |
| DIPLOMA PLC | 5.2% |
| SSE PLC | 4.1% |
| LLOYDS BANKING GROUP PLC | 4.1% |
| LONDON STOCK EXCHANGE GROUP PLC | 4.0% |
| COMPASS GROUP PLC | 3.7% |
| AMAZON.COM, INC. | 3.7% |
Top sectors
- Financials30.7%
- Industrials26.3%
- Health Care12.2%
- Consumer Discretionary9.1%
- Technology7.8%
Top countries
- United Kingdom77.7%
- United States7.6%
- Ireland3.5%
- France3.5%
- Netherlands3.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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