Royal London Asset Management
Royal London AM UK Income with Growth Trust
UK Large-cap Income
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
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What it bought and sold
The holding in Drax, which we had reduced at higher share prices, was also added to.
the largest trades in the quarter were to sell out of Tate & Lyle and to significantly reduce the position in DCC
Proceeds were used to establish a new holding in the consumer goods business Reckitt Benckiser.
the largest trades in the quarter were to sell out of Tate & Lyle and to significantly reduce the position in DCC