Royal London Asset Management
Royal London AM UK Equity Fund
UK Large-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 20 companies. Every quote below is copied verbatim from the letter it came from.
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What it bought and sold
The proceeds were reinvested into new positions in attractive industrial companies, including Weir, Halma, Vesuvius and Hill & Smith.
The proceeds were reinvested into new positions in attractive industrial companies, including Weir, Halma, Vesuvius and Hill & Smith.
The main activity during the quarter involved selling our position in Smith & Nephew due to reduced confidence in the company's turnaround strategy.
In addition, we reduced the size of our holdings in Imperial Brands and 3i Group.
The fund also exited Unite Group, as we expect challenging conditions in the student accommodation sector to persist.
The proceeds were reinvested into new positions in attractive industrial companies, including Weir, Halma, Vesuvius and Hill & Smith.
We also increased our existing positions in Anglo American, Rightmove and SSE.
The proceeds were reinvested into new positions in attractive industrial companies, including Weir, Halma, Vesuvius and Hill & Smith.
We also increased our existing positions in Anglo American, Rightmove and SSE.
In addition, we reduced the size of our holdings in Imperial Brands and 3i Group.
We also increased our existing positions in Anglo American, Rightmove and SSE.