Royal London Asset Management equity investing

OVERVIEW

Equity investing at Royal London Asset Management

At Royal London Asset Management, we help our clients navigate the complexity of global investment markets. Our team covers an investment universe of over 5,000 companies, resulting in an array of equity portfolio propositions to help meet our institutional clients’ needs. In a world of volatility, it is our task to identify the investment opportunities where capital can best be deployed.

Capabilities

Global equity

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.

Find out more about global equity

Equity tilt

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

Find out more about equity tilt investing

UK equity

The team has decades of combined investment experience in managing UK equities through changing economic conditions and business cycles. The team’s collective working knowledge of the UK stock market, built up over decades, is part of our competitive edge. Our managers are empowered to run high-conviction strategies with minimal investment bureaucracy, enabling nimble decision making and high conviction portfolios.

Find out more about UK equity

Sustainable equity

Sustainable investing helps investors align their money with their values, supporting causes like environmental and social responsibility. It can also help to manage longer-term risks by considering environmental, social, and governance and sustainable factors that are indicators of how well a company is run.

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Team

Mike Fox, Head of Equities

Mike Fox
Head of Equities

Headed by Mike Fox, our experienced team has a deep knowledge of equity markets, through both upturns and downturns.

With around £69.6 billion of assets under management (as at 30 June 2025, subject to rounding), we have significant access to senior company management.

We have teams covering global equities, UK equities, sustainable strategies and equity tilt funds. We have invested significantly in resources that can support these teams, both in terms of technology and people. Perhaps the best example of this is our Responsible Investment team, which provides additional environmental, social and governance insights and analysis to add to research done within the teams.

Our funds

We have a comprehensive range of funds available to meet your and your clients’ needs. Explore our fund centre to access factsheets, commentaries, prices, performance, portfolio breakdowns and fund literature.

Go to our fund centre

About us

Our capabilities

Responsible investment

Our views

Equities

Equity investing at Royal London Asset Management