Royal London Asset Management
Royal London AM Short Term Fixed Income Enhanced Fund
Income
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Royal London Asset Management for every strategy.
Performance
as of Sep 30, 2026 · net of fees · GBP · Y Acc GBP
- YTD+3.3%
- 1Y+3.3%
- 3Y · total+16.1%
- 5Y · total+19.1%
| YTD | 1Y | 3Ytotal | 5Ytotal | |
|---|---|---|---|---|
| Royal London AM Short Term Fixed Income Enhanced Fund | +3.3% | +3.3% | +16.1% | +19.1% |
Calendar years
- 2025+5.2%
- 2024+6.9%
- 2023+5.8%
- 2022−3.1%
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
We also effected two switches, in Barclays and Wells Fargo respectively, each adding attractive spread.
when we added one-year paper from DNB and Westpac Banking,
Over the quarter, we added senior bonds from Macquarie Bank, subordinated bonds from Rabobank, and short-dated bonds from Amazon.
We also effected two switches, in Barclays and Wells Fargo respectively, each adding attractive spread.
we were able to add new issues from United Overseas Bank and Canadian Imperial Bank of Commerce.
- AddedMacquarie Bank LimitedSep 2026
Over the quarter, we added senior bonds from Macquarie Bank, subordinated bonds from Rabobank, and short-dated bonds from Amazon.
Over the quarter, we added senior bonds from Macquarie Bank, subordinated bonds from Rabobank, and short-dated bonds from Amazon.
when we added one-year paper from DNB and Westpac Banking,
we were able to add new issues from United Overseas Bank and Canadian Imperial Bank of Commerce.
Over the period we bought a new issue of five-year covered bonds from Bank of Montreal, also adding Standard Chartered late in the period.
Also held
- National Westminster Bank
- DNB Bank
- KBC Group
- Westfield Stratford
- Goldman Sachs
- Bank of Montreal
- ABN Amro
- BAA