Royal London Asset Management
Royal London AM RLPPC Climate Aware Buy and Maintain Credit Fund
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy and positions in 7 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 Sep 30, 2026 · net of fees · GBP · I Inc GBP
- YTD+3.1%
- 1Y+3.1%
- 3Y · total+20.6%
- 5Y · total−1.2%
| YTD | 1Y | 3Ytotal | 5Ytotal | |
|---|---|---|---|---|
| Royal London AM RLPPC Climate Aware Buy and Maintain Credit Fund | +3.1% | +3.1% | +20.6% | −1.2% |
Calendar years
- 2025+4.6%
- 2024+11.9%
- 2023+7.0%
- 2022−23.4%
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 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
- AddedBupa Finance PLCSep 2026
Elsewhere in the financial sector, we added tier 2 new issues from UK pension insurance specialist Rothesay Life, as well as health insurer BUPA.
In the banks and financials sector, as well as adding new issues of senior bonds from favoured names such as UBS and HSBC we also added geographic diversification through senior bonds from the Montreal-based Desjardins Group, North America's largest federation of credit unions.
- AddedRothesay Life PLCSep 2026
Elsewhere in the financial sector, we added tier 2 new issues from UK pension insurance specialist Rothesay Life, as well as health insurer BUPA.
Examples included sterling denominated issues from US telecoms giant AT&T which came at an above-market credit spread.
- AddedDesjardins GroupSep 2026
In the banks and financials sector, as well as adding new issues of senior bonds from favoured names such as UBS and HSBC we also added geographic diversification through senior bonds from the Montreal-based Desjardins Group, North America's largest federation of credit unions.
In the banks and financials sector, as well as adding new issues of senior bonds from favoured names such as UBS and HSBC we also added geographic diversification through senior bonds from the Montreal-based Desjardins Group, North America's largest federation of credit unions.
In the subordinated area, we added a Tier 2 bond issue from UK mortgage provider Paragon, a small but well capitalised UK specialist lending bank.
- AddedNuveen LLCSep 2026
We also participated in a senior bond issue by US-owned asset manager Nuveen, offering a clear spread premium over US dollar equivalents.
In technology, we bought Amazon, the global e-commerce platform, which came to market twice over the quarter, issuing in multiple currencies and maturities.