Royal London Global Sustainable Equity Fund

This is a relatively new strategy, although they have heritage going back to 1990. The strategy which we know relatively well is the Sustainable World Trust and it was unclear in the meeting why they have launched this strategy. Fundamentally, it appears that the key differences are that this is a pure equity strategy, and from what we can see this has little crossover in holdings, but it does not necessarily answer why they have launched this.

Another question is what the fund is really trying to achieve? The top ten includes names like Microsoft, Alphabet, ASML, Amazon, Roche, AstraZeneca, Royal Philips, and Salesforce. These are names which can be found across other global funds and therefore it does not necessarily standout other than it has a sustainable badge….read more

Fund Facts Morningstar

Notes

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