• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.69% Nasdaq Down 1.07%

    More On GB00B3PXJX09…

    Quotes

    Charts

    News & Info

    • Headlines
    • Message Boards

    Fund

    Royal London Sustainable World A Inc (GB00B3PXJX09.L)

    171.00 Down 1.00(0.58%) Aug 14
    Prev Close:171.00
    YTD Return*:6.92%
    Net Assets*:148.09M
    Yield*:0.67%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in GBp.

    Headlines

    • No Headlines available for GB00B3PXJX09.L at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BTGOF.L3.80N/A
    DIS3.50N/A
    SMP.L3.14N/A
    SBUX3.06N/A
    SNNUF.L2.73N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:148.09M
    Category:GBP Aggressive Allocation
    Annual Report Expense Ratio (net):NaN%

    Performance & Risk

    YTD Return:6.92%
    5y Avg Return:12.31%
    Rank in Category (ytd):6
    % Rank in Category (ytd):0.5%
    Beta (3y):1.05
    Morningstar Risk Rating:3

    Fund Summary

    The fund seeks to provide medium to long term capital growth via worldwide investments in multiple asset classes, but primarily equities with some fixed interest securities and cash. The Trust invests primarily in equities (up to a maximum of 85% of the fund), and some fixed interest securities. Overseas allocation will depend upon the relative attractions of the region with at least 10% of the fund held in non-UK equities (where equities are deemed to include convertibles). At least 50% of the fund will be held in Pound Sterling and/or Euro. The fund is screened in accordance with The Co-operative Investments’ ethical investment policy, a copy of which is available on request. However, for the sole purpose of asset collection, the fund may enter into transactions in index derivatives where some of the underlying constituents may not fully meet this policy. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback