Royal London Asset Management
Royal London AM UK Dividend Growth Fund
UK Large-cap Income
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
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What it bought and sold
The largest trades in the quarter were to sell out of Tate & Lyle and to significantly reduce the position in DCC following the bids for the companies.
Proceeds were used to establish new holdings in the consumer goods business Reckitt Benckiser and caterer Compass.
Proceeds were used to establish new holdings in the consumer goods business Reckitt Benckiser and caterer Compass.
The largest trades in the quarter were to sell out of Tate & Lyle and to significantly reduce the position in DCC following the bids for the companies.
The holding in Drax, which we had reduced at higher share prices, was also added to.