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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Royal London Sustainable World Trust B Acc GBP: holdings, performance and fees
1Y return+15.7%
3Y return+45.6%
5Y return+33.1%
OCF (ongoing charge)1.02%
Top 10 holdings
| Holding | Weight |
|---|---|
| AMAZON.COM, INC. | 3.4% |
| ALPHABET INC. | 3.3% |
| TAIWAN SEMICONDUCTOR CO | 3.3% |
| ASML HOLDING N.V. | 3.3% |
| MITSUI SUMITOMO INSURANCE CO., LTD. | 3.2% |
| BBV ARGENTARIA EUR0.49 | 3.1% |
| STANDARD CHARTERED PLC | 3.0% |
| NVIDIA CORPORATION | 2.9% |
| HCA HOLDINGS COM USD0.01 | 2.7% |
| VISA INC CLASS A SHARES COMMON STOCK USD.0001 | 2.7% |
Top sectors
- Technology25.3%
- Industrials18.0%
- Fixed Income15.3%
- Financials15.1%
- Health Care8.9%
Top countries
- United States45.9%
- United Kingdom22.3%
- Japan5.3%
- China4.2%
- Ireland3.6%
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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