Royal London Asset Management
Royal London AM UK Mid Cap Growth Fund
UK Mid-cap Growth
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy and positions in 24 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Royal London Asset Management for every strategy.
Performance
as of Sep 30, 2026 · net of fees · GBP · Z Acc GBP
- YTD+9.1%index +12.0%
- 1Y+9.6%index +15.3%
- 3Y · /yr+9.0%index +14.3%
- 5Y · /yr+0.2%index +4.4%
- 10Y · /yr+5.0%index +5.9%
- Inception · /yr+5.3%index +6.1%
Index: FTSE 250 (ex-Investment Trusts) Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Royal London AM UK Mid Cap Growth Fund | +9.1% | +9.6% | +9.0% | +0.2% | +5.0% | +5.3% |
| FTSE 250 (ex-Investment Trusts) Index | +12.0% | +15.3% | +14.3% | +4.4% | +5.9% | +6.1% |
Calendar years
- 2025−4.3%
- 2024+23.5%
- 2023+12.1%
- 2022−30.5%
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We exited holdings in Bodycote, Rotork and EasyJet following recommended takeover bids.
We exited holdings in Bodycote, Rotork and EasyJet following recommended takeover bids.
Proceeds were predominately used to fund new holdings such as Rosebank Industries, Morgan Sindall, Entain and Persimmon.
We exited holdings in Bodycote, Rotork and EasyJet following recommended takeover bids.
Proceeds were predominately used to fund new holdings such as Rosebank Industries, Morgan Sindall, Entain and Persimmon.
Proceeds were predominately used to fund new holdings such as Rosebank Industries, Morgan Sindall, Entain and Persimmon.
Proceeds were predominately used to fund new holdings such as Rosebank Industries, Morgan Sindall, Entain and Persimmon.
Elsewhere, the fund's position in Telecom Plus was also completely exited (prior to its profit warning).
Consequently, the holdings in IMI, Future, and Marshalls were sold, while positions in Aberdeen Group, Pennon, Mondi, and Vesuvius were initiated.
Consequently, the holdings in IMI, Future, and Marshalls were sold, while positions in Aberdeen Group, Pennon, Mondi, and Vesuvius were initiated.
Consequently, the holdings in IMI, Future, and Marshalls were sold, while positions in Aberdeen Group, Pennon, Mondi, and Vesuvius were initiated.
Consequently, the holdings in IMI, Future, and Marshalls were sold, while positions in Aberdeen Group, Pennon, Mondi, and Vesuvius were initiated.
Consequently, the holdings in IMI, Future, and Marshalls were sold, while positions in Aberdeen Group, Pennon, Mondi, and Vesuvius were initiated.
Consequently, the holdings in IMI, Future, and Marshalls were sold, while positions in Aberdeen Group, Pennon, Mondi, and Vesuvius were initiated.
Consequently, the holdings in IMI, Future, and Marshalls were sold, while positions in Aberdeen Group, Pennon, Mondi, and Vesuvius were initiated.