Royal London Asset Management
Royal London AM Sustainable Funds
Jul 2026 → Jul 2026
Our archive holds 1 letter from this strategy and positions in 13 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 reduced AT1 bonds from Banque Federative du Credit Mutuel, Rabobank and BNP Paribas following strong performance, adding to a new issue from AT&T and buying bonds in the secondary market from Google owner Alphabet – adding yield and increasing diversification.
We reduced AT1 bonds from Banque Federative du Credit Mutuel, Rabobank and BNP Paribas following strong performance, adding to a new issue from AT&T and buying bonds in the secondary market from Google owner Alphabet – adding yield and increasing diversification.
We reduced AT1 bonds from Banque Federative du Credit Mutuel, Rabobank and BNP Paribas following strong performance, adding to a new issue from AT&T and buying bonds in the secondary market from Google owner Alphabet – adding yield and increasing diversification.
The Trust initiated positions in Metso, a mining equipment provider which is set to benefit from a multi-year mining investment cycle driven by electrification and AI, and Severn Trent, a UK water utility with defensive earnings and industry-leading operational performance.
- TrimmedBanque Federative du Credit MutuelJul 2026
We reduced AT1 bonds from Banque Federative du Credit Mutuel, Rabobank and BNP Paribas following strong performance, adding to a new issue from AT&T and buying bonds in the secondary market from Google owner Alphabet – adding yield and increasing diversification.
The Trust initiated positions in Metso, a mining equipment provider which is set to benefit from a multi-year mining investment cycle driven by electrification and AI, and Severn Trent, a UK water utility with defensive earnings and industry-leading operational performance.
We initiated a position in Infineon, a power semiconductor supplier benefiting from AI and reindustrialisation trends.
- TrimmedRabobankJul 2026
We reduced AT1 bonds from Banque Federative du Credit Mutuel, Rabobank and BNP Paribas following strong performance, adding to a new issue from AT&T and buying bonds in the secondary market from Google owner Alphabet – adding yield and increasing diversification.