Royal London Asset Management
Royal London AM Global Equity Transitions Fund
Global
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.
Performance
as of Jun 30, 2026 · net of fees · USD · Z Acc USD
- YTD+20.6%
- 3Y · total+66.1%
- Inception · total+101%
| YTD | 3Ytotal | Since inceptiontotal | |
|---|---|---|---|
| Royal London AM Global Equity Transitions Fund | +20.6% | +66.1% | +101% |
Calendar years
- 2025+9.5%
- 2024+25.9%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
These purchases were funded through the reduction of our positions in Analog Devices, Broadcom and KB Financial, following strong performance.
These purchases were funded through the reduction of our positions in Analog Devices, Broadcom and KB Financial, following strong performance.
These purchases were funded through the reduction of our positions in Analog Devices, Broadcom and KB Financial, following strong performance.
Also held
Its investment theses
- NebiusJun 2026Nebius is an AI infrastructure and cloud company whose underappreciated full-stack platform is validated by large contracts and offers exposure to a very large market.
- QualcommJun 2026Qualcomm is transitioning from mobile chips toward autos and data centres, with the market underestimating its growth avenues and on-device AI energy savings.