Royal London Sustainable Leaders Trust

Select share classes

Royal London Sustainable Leaders Trust Class D Acc

Category UK Large-Cap Equity
star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

345.40p

arrow-up3.00p (+0.88%)

Fund Code

COSLD

B7SGTR8

GB00B7SGTR82

Prices updated as at 12 May 2025
|
Prices in GBX
Investment objective
The Scheme’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing predominantly in the shares of UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society. Investments in the Scheme will adhere to the Investment Adviser’s ethical and sustainable investment policy. At least 80% of the Scheme will be invested in UK companies which are listed on the London Stock Exchange.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 1513.886.59
31 Mar 15 - 31 Mar 16-1.14-3.91
31 Mar 16 - 31 Mar 1718.2918.76
31 Mar 17 - 31 Mar 185.380.61
31 Mar 18 - 31 Mar 1910.605.09
31 Mar 19 - 31 Mar 201.97-18.97
31 Mar 20 - 31 Mar 2122.4130.63
31 Mar 21 - 31 Mar 2214.659.86
31 Mar 22 - 31 Mar 23-0.962.09
31 Mar 23 - 31 Mar 2411.727.84
31 Mar 24 - 31 Mar 253.978.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day-0.38-0.26
1 Month12.5612.24
3 Months-2.34-0.77
6 Months3.545.85
1 Year3.695.00
3 Years annualised8.448.33
5 Years annualised8.8010.23
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.