Royal London Asset Management
Royal London AM UK Equity Income Fund
UK Large-cap Income
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 18 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 two new holdings, in the consumer goods business Reckitt Benckiser and the soft drinks manufacturer AG Barr, who are most well known for being the manufacturer of Irn Bru.
We also added to the holding in Drax, after we had reduced at higher share prices.
Proceeds were used to establish two new holdings, in the consumer goods business Reckitt Benckiser and the soft drinks manufacturer AG Barr, who are most well known for being the manufacturer of Irn Bru.
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.