Royal London Asset Management
Royal London AM Global Equity Income Fund
Global Mega-cap Income
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Royal London Asset Management for every strategy.
What it bought and sold
we view this as an opportune moment to initiate a position in the fund.
We initiated the position in Lockheed Martin as part of efforts to protect capital in the event of prolonged heightened geopolitical tensions.
These trades, alongside some additions to energy and consumer-linked holdings, were funded through exiting our positions in Broadcom and Eli Lilly and by trimming a broad range of AI compute beneficiaries.
These trades, alongside some additions to energy and consumer-linked holdings, were funded through exiting our positions in Broadcom and Eli Lilly and by trimming a broad range of AI compute beneficiaries.
Also held
Its investment theses
- NVIDIA CorporationJun 2026NVIDIA Corporation is being added for its strong earnings, increasing capital returns, and an attractive entry point after multiple derating.
- Lockheed Martin CorporationJun 2026Lockheed Martin Corporation is held for capital protection, broad exposure to US and allied defence procurement, and an undemanding valuation with sustainable dividends.