Equities

Equity markets offer a diverse way to meet a number of investor objectives. Global equity markets are vast, with a huge variety of quoted companies that span industries and countries around the world.

At Royal London Asset Management, we help our clients navigate these complex markets. Our team covers an investment universe of over 5,000 companies and we have an array of different equity portfolio propositions for clients. In a world of low returns, it is our task to identify the choice investment opportunities where capital can best be deployed.

Our approach

Our approach is to focus on having a strong platform on which to build strong capabilities in two main areas: investment insights into individual stock opportunities; and portfolio implementation, including quantitative tools and risk management infrastructure.

Within the agreed parameters, our fund managers are then responsible for their own investment decisions and can back their own high conviction approach. We believe that blending a strong and powerful platform, with nimble and empowered fund managers, is the best way to achieve our clients’ investment objectives.

While there is significant variation in underlying team processes, there is a common approach across teams based on bottom-up stock selection, underpinned by:

• Focus on cashflow ahead of accounting data
• Strong balance sheets
• Long-term quality bias
• Not being benchmark constrained

We believe that this approach gives us investment teams that are nimble and autonomous, rather than solitary and unsupported.

Global equities

We manage both widely diversified and more concentrated portfolios using a process that measures, compares and values individual companies across different countries and sectors. The team exploits inefficiencies in areas such as different accounting methods and market short-termism to create portfolios of companies with strong shareholder wealth characteristics.

Global equities - find out more

UK income funds

There is a long tradition of UK equity income investing at Royal London Asset Management, and an established record of performance. The team focuses on business models, balance sheet strength and cash generation to assess companies' abilities to both grow and pay out dividends.

UK alpha funds

The team manages a number of concentrated portfolios with an emphasis on faster growing small and medium sized UK companies. The team aim to benefit from the reduced coverage of these companies and the insights that in-house, focused research can provide.

UK equities - find out more

Sustainable funds

Our sustainable fund range focuses on companies that we believe will make a positive impact on society. Further details on the funds, ranging from 100% equities to 100% fixed income, can be found in the sustainable investing section of our website.

Sustainable investing - find out more

Equity tilt funds

We recognise that many investors like the cost-effective nature of passive funds, but increasingly want ESG factors to be reflected in these. Our equity tilt funds provide that cost-effective equity exposure, but incorporate ESG and climate-related investment criteria.