Royal London Sustainable Leaders Trust Class C Acc

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: GB00B7V23Z99

Categoria Morningstar: UK Large-Cap Equity

Società:

The Scheme’s investment objective is to achieve capital growth (1) 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 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -6,73 3 anni: 14,76 5 anni: 8,67 Inizio: 8,03 2023: 1,95 2022: -15,54 2021: 30,31 2020: -2,24 2019: 37,19
Rendimento annuo: Categoria 1 anno: -5,47 3 anni: 16,39 5 anni: 3,83 Inizio: - 2023: 0,98 2022: -7,33 2021: 25,76 2020: -13,95 2019: 26,42
Rendimento annuo: Percentile 1 anno: 79,00 3 anni: 57,00 5 anni: 2,00 Inizio:- 2023: 72,00 2022: 87,00 2021: 6,00 2020: 4,00 2019: 3,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 18,81 3 Sharpe Ratio: 0,55 5 Correlazione: 82,86 Beta: 0,84 Alfa: 0,69 Tracking error: 9,22 Info Ratio: -0,09
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2023-03-24
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2023-03-24