Royal London Asset Management
Royal London AM US Equity Trust
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy and positions in 26 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Royal London Asset Management for every strategy.
Performance
as of Sep 30, 2026 · net of fees · GBP · A Inc GBP
- YTD+17.9%
- 1Y+17.9%
- 3Y · total+63.3%
- 5Y · total+86.8%
| YTD | 1Y | 3Ytotal | 5Ytotal | |
|---|---|---|---|---|
| Royal London AM US Equity Trust | +17.9% | +17.9% | +63.3% | +86.8% |
Calendar years
- 2025+13.3%
- 2024+22.4%
- 2023+14.4%
- 20220.0%
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
- AddedNebiusSep 2026
Looking at transactions, we added to Nebius, which provides data and AI infrastructure, and established a larger position in ARM Holdings, increasing exposure to AI and neocloud- computing.
These purchases were funded through the sale of lower-conviction positions including Flutter, Comcast and Church & Dwight, reflecting stock selection decisions rather than a sector allocation change.
Looking at transactions, we added to Nebius, which provides data and AI infrastructure, and established a larger position in ARM Holdings, increasing exposure to AI and neocloud- computing.
We diversified the portfolio’s technology exposure by reducing positions in semiconductor manufacturers Micron and SK Hynix and adding Seagate, which manufactures hard disk drives.
We also switched from Microsoft into IBM, which increased exposure to emerging quantum- computing opportunities.
These purchases were funded through the sale of lower-conviction positions including Flutter, Comcast and Church & Dwight, reflecting stock selection decisions rather than a sector allocation change.
We diversified the portfolio’s technology exposure by reducing positions in semiconductor manufacturers Micron and SK Hynix and adding Seagate, which manufactures hard disk drives.
We also switched from Microsoft into IBM, which increased exposure to emerging quantum- computing opportunities.
We diversified the portfolio’s technology exposure by reducing positions in semiconductor manufacturers Micron and SK Hynix and adding Seagate, which manufactures hard disk drives.
These purchases were funded through the sale of lower-conviction positions including Flutter, Comcast and Church & Dwight, reflecting stock selection decisions rather than a sector allocation change.