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Popular Funds

Royal London RL Global Sustainable Equity Fund

Equity Global

Last Updated

May 11, 2026


Status

Open


Fund Size

€ 140.00 Million


Start Date

July 13, 2021

1.58

Offer (May 11, 2026)

+0.42%

1.30

1.61

52 Week Low/High

Fund Graph

3Y

57.80%

Details

Fund objective

The actively managed fund aims to achieve a return on your investment, through a combination of capital growth and income on the fund’s assets, by mainly investing globally in equities that are deemed to make a positive contribution to society. Due to its high equity exposure, this fund is expected to be more volatile and is suited to a longer term investment horizon (7 +Years).

Top 10 holdings date

30/06/2025


Asset Breakdown Date

30/06/2025


Fund Code

925007645

Microsoft Corporation

Taiwan Semiconductor Manufacturing Co. Ltd. Sponsored ADR

Comfort Systems USA Inc.

MercadoLibre Inc.

Standard Chartered PLC

Westinghouse Air Brake Technologies Corporation

NVIDIA Corporation

AIA Group Limited

Core & Main Inc. Class A

HDFC Bank Limited Sponsored ADR

Asset Split

  • Health Care
  • Information Technology
  • Consumer Discretionary
  • Consumer Staples
  • Financials
  • Industrials
  • Communication Services

Performance Over Time

Overview

Period

Value

Quartile


1 Day

0.00%

Top 100%


1 Week

0.03%

Top 100%


1 Month

+4.52%

Top 75%


QTD

+9.23%

Top 50%


3 Month

+5.41%

Top 50%


6 Month

+7.11%

Top 50%


9 Month

+14.63%

Top 50%


YTD

+6.85%

Top 75%


1 Year

+20.37%

Top 75%


2 Year

+23.73%

Top 75%


3 Year

+58.58%

Top 50%


4 Year

+74.12%

Top 25%


Launch

+55.44%

Top 100%

Chart View

Risk

Details

Risk in the table below refers to the fund’s volatility. The standard deviation shows how much the fund’s returns fluctuate. Higher SD values mean more ups and downs. The Sharpe ratio tells us how much return the fund delivers for each unit of risk taken. Ideally, we want to see a positive Sharpe ratio, indicating we're being rewarded for the risk. Whether a low or high standard deviation is preferable depends on your investment horizon and risk tolerance, younger investors may be more comfortable with higher volatility in pursuit of higher returns.

Royal London Logo

Royal London RL Global Sustainable Equity Fund

Equity Global

€ 140.00 Million

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