Royal London Asset Management
Royal London AM Global Equity Select Fund (IRL)
Global Mega-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 15 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
Other transactions included the purchase of Daimler Trucks – the world's largest commercial vehicle manufacturer, which is on a Turnaround path.
We also added Arm Holdings, which designs the technology that powers many of the world’s computer chips and earns money by licensing its designs to other companies.
We also introduced SK Square, a company which derives 98% of its value from leading memory company SK Hynix.