Royal London Sustainable Leaders Trust Class C Acc
ISIN: GB00B7V23Z99
Categoria Morningstar: UK Large-Cap Equity
Società: Royal London Asset Management
ISIN: GB00B7V23Z99
Categoria Morningstar: UK Large-Cap Equity
Società: Royal London Asset Management
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 Manager’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.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 9,23 | 3 anni: 6,32 | 5 anni: 8,39 | Inizio: 8,38 | 2024: 4,42 | 2023: 13,18 | 2022: -15,54 | 2021: 30,31 | 2020: -2,24 |
Rendimento annuo: Categoria | 1 anno: 7,15 | 3 anni: 5,87 | 5 anni: 4,31 | Inizio: - | 2024: 3,60 | 2023: 10,79 | 2022: -7,33 | 2021: 25,76 | 2020: -13,95 |
Rendimento annuo: Percentile | 1 anno: 6,00 | 3 anni: 32,00 | 5 anni: 2,00 | Inizio:- | 2024: 5,00 | 2023: 15,00 | 2022: 87,00 | 2021: 6,00 | 2020: 4,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 15,96 | 3 Sharpe Ratio: 0,48 | 5 Correlazione: 80,31 | Beta: 1,00 | Alfa: 0,20 | Tracking error: 8,18 | Info Ratio: -0,02 |