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Royal London Sustainable World Trust C Inc

ISIN: GB00B8GG6326 | MEX: KCLSDP | CITI: GVWK

  • Buy 304.4 GBX

  • Sell 304.4 GBX

  • Price Change -1.77480%

Income

Past Performance

  • 24th Apr 2020 to 24th Apr 202126.42%
  • 24th Apr 2021 to 24th Apr 20220.76%
  • 24th Apr 2022 to 24th Apr 20230.25%
  • 24th Apr 2023 to 24th Apr 202412.23%
  • 24th Apr 2024 to 24th Apr 2025-3.12%
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Objectives and Approach

The Fund’s investment objective is to achieve capital growth over the medium term (3-5 years) by investing mainly in the shares of companies globally listed on stock exchanges that are deemed to make a positive contribution to society. Investments in the Fund will adhere to the Investment Adviser's ethical and sustainable investment policy. The IA Mixed Investments 40-85% Shares sector is considered an appropriate benchmark for performance comparison.

Key Information

Inception 4th Dec 2012
Historic Yield 1.0600%
Sector IA Mixed Investment 40-85% Shares
Fund Size £2992.345mn
Fund Type UNIT
Classification Income

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		0.88%
Initial Charge 0%
AMC 0.75%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		0.88%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -7.39% -14.51% -8.30% -3.12% 9.00% 38.85%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      538,850 bytes PDF Document; last updated 28 Feb 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      81,406 bytes PDF Document; last updated 17 Feb 2025
      Product-Level Sustainability Report
      PRODUCT-LEVEL SUSTAINABILITY REPORT
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      1,130,191 bytes PDF Document; last updated 30 Sep 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      956,295 bytes PDF Document; last updated 31 Mar 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,039,394 bytes PDF Document; last updated 31 Mar 2025
      GET ADOBE READER

      Management Team

      Tsang Daphne Mike Fox Sebastien Beguelin George Crowdy

      Tsang Daphne has managed this fund for 0 months.

      Tsang Daphne There is currently no biography information for Tsang Daphne.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Tsang

      Name of Security Sole/Co Managed Since
      Royal London Gbl Sus Eq Co Apr 2025
      Royal London Sus Ldrs Trst Co Apr 2025
      Royal London Sus Div Trst Co Apr 2025
      Royal London Sus Ldrs Trst Co Apr 2025
      Royal London Sus Div Trst Co Apr 2025
      Royal London SustGrw Co Apr 2025
      Royal London Sus Wrld Trst Co Apr 2025
      Royal London Sus Div Trst Co Apr 2025

      Mike Fox has managed this fund for 3 years and 9 months.

      Mike Fox Mike Fox – Head of Equities, Mike was appointed Head of Equities in November 2024. He is also co-fund manager of the UK equity, Global equity, and Mixed Asset sustainable funds. He has been Head of Sustainable Investments since November 2003, and before being acquired by Royal London Asset Management was also Head of Equities at the Co-operative asset management between 2007 and 2013. Previously, Mike worked as a Deputy fund manager at the Co-operative employee pension fund for two years and an investment analyst. Mike originally trained and qualified as a Chartered Accountant with Ernst & Young in Manchester. Mike has won five Fund Manager of the Year awards, in 2015, 2017, 2019, 2020 and 2021. Mike has spent most of his career assessing environmental, social and governance issues and how they influence investment decisions. He is a specialist in sustainable investing and one of the few fund managers in this area with such long tenure.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Mike

      Name of Security Sole/Co Managed Since
      Royal London Gbl Sus Eq Co Jul 2021
      Royal London Sus Ldrs Trst Co Jul 2021
      Royal London Sus Div Trst Co Jul 2021
      Royal London Sus Ldrs Trst Co Jul 2021
      Royal London Sus Div Trst Co Jul 2021
      Royal London SustGrw Co May 2022
      Royal London Sus Wrld Trst Co Jul 2021
      Royal London Sus Div Trst Co Jul 2021

      Sebastien Beguelin has managed this fund for 3 years and 9 months.

      Sebastien Beguelin Sebastien Beguelin, CFA – Sustainable Fund Manager, Sebastien joined the Sustainable team as a Fund Manager in October 2020. He initially joined Royal London Asset Management in 2014 as an Equity Analyst and then as a Fund manager in the European team. He co-manages the Global Sustainable Equity and Sustainable Growth Funds and Sustainable Leaders, World and Diversified trusts alongside Mike and George. Before RLAM, he worked in Paris as an Equity Analyst at Sycomore Asset Management and Comgest. Sebastien holds a Bachelor in Economics from the University of Savoy, a Masters in Management from the Toulouse Business School in France and is a CFA Charterholder.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Sebastien

      Name of Security Sole/Co Managed Since
      Royal London Gbl Sus Eq Co Jul 2021
      Royal London Sus Ldrs Trst Co Jul 2021
      Royal London Sus Div Trst Co Jul 2021
      Royal London Sus Ldrs Trst Co Jul 2021
      Royal London Sus Div Trst Co Jul 2021
      Royal London SustGrw Co May 2022
      Royal London Sus Wrld Trst Co Jul 2021
      Royal London Sus Div Trst Co Jul 2021

      George Crowdy has managed this fund for 3 years and 9 months.

      George Crowdy George Crowdy, CFA – Sustainable Fund Manager, George joined Royal London Asset Management in February 2020 as a Fund Manager on the Sustainable Investment Team and is co- managing the Global Sustainable Equity and Sustainable Growth Funds and Sustainable Leaders, World and Diversified trusts alongside Mike and Sebastien. Prior to this, George worked as an Investment Manager on the Global Sustainable Equity Team at Janus Henderson having joined Janus Henderson in 2010 as a graduate. George is a CFA Charterholder and has a BSc Economics and Finance from the University of Southampton.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by George

      Name of Security Sole/Co Managed Since
      Royal London Gbl Sus Eq Co Jul 2021
      Royal London Sus Ldrs Trst Co Jul 2021
      Royal London Sus Div Trst Co Jul 2021
      Royal London Sus Ldrs Trst Co Jul 2021
      Royal London Sus Div Trst Co Jul 2021
      Royal London SustGrw Co May 2022
      Royal London Sus Wrld Trst Co Jul 2021
      Royal London Sus Div Trst Co Jul 2021

      Investment involves risk. You may get back less than invested.