What smart money is saying about St James's Place
STJ.L
No fund has written a full thesis on St James's Place in our archive, but 2 fund letters report a position in it — most recently Royal London AM Equity Funds in July 2026.
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2
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in St James's Place on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- July 2026
“The UK equity market posted gains for a fourth consecutive month and was the best performing major developed market in July, showing resilience in light of a spike in volatility that saw global technology and AI stocks come under significant pressure. After a record rally in the second quarter, the semiconductor and chip equipment sector experienced a sharp repricing as investors rotated towards tech companies that have – rightly or wrongly – been placed in the ‘AI loser’ basket and defensive sectors that have been overlooked in the year to date such as consumer staples. Key activity over the month involved responding to takeover bids, reducing holdings Rotork and Segro. We also sold the position in DCC after an improved offer and exited our holding in Bunzl having staged a strong recovery in the year to date. The proceeds were partially reinvested into a new holding in Compass Group, the world’s largest contract caterer, and Shaftesbury where we view the shares as undervalued for the quality of its West End property portfolio. It remains to be seen whether weakness in the AI trade represents fundamental concerns or whether it will reassert itself in the coming weeks and months. We continue to feel that our approach of investing in a broad range of companies from different sectors and stages of their lifecycle is appropriate and will allow performance to continue to be driven by the success of our hunting for undervalued long-term cashflows. Royal London UK Equity Fund The UK equity market posted gains for a fourth consecutive month and was the best performing major developed market in July, showing resilience in light of a spike in volatility that saw global technology and AI stocks come under significant pressure. A flare up of US-Iran geopolitical tensions pushed the oil price back above $90 per barrel and lifted energy stocks. These moves proved supportive to the UK market, further underpinned by a broadly positive earnings season and an ongoing flurry of M&A activity. The fund outperformed the benchmark and peers in July. Positive contributors included Prudential where shares staged a recovery having been impacted last month by perceived risks around regulatory change in China, while Babcock performed strongly on the announcement of former Defence Secretary, John Healey, as the new UK Chancellor. Among the detractors was St James’s Place as reports suggest some loss of advisers to a competitor, while Rentokil underperformed on disappointing half-year results.”
St James's Place - July 2026
“St. James’s Place (-13%) detracted from performance after reports that one of its largest partner practices had decided to leave the group.”
St James's Place
Also mentioned · 1
These funds discuss St James's Place — as a competitor, benchmark or comparable — without disclosing a position in it.
- September 2026
Named in a table in Malborough Marlborough Multi-Cap Growth’s letter.
St James's Place
Read the letters behind these St James's Place positions
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