Royal London Asset Management, one of the UK’s leading active investment managers, has further demonstrated its commitment to Australian investors with the launch of four new funds, with Equity Trustees as Responsible Entity. Royal London Asset Management manages A$378 billion* for clients in the UK and select international locations and is an integral part of the Royal London Mutual Insurance Society, the UK’s largest mutual life, pensions and investment company**.
The firm has been helping clients in Australia achieve their financial goals since 2017. Building on the appointment of Sydney-based Kevin Haran earlier this year, today’s announcement introduces the first four active funds to the local market, underscoring its continued commitment to investing into Australia.
Hans Georgeson, Chief Executive Officer, Royal London Asset Management commented:
“We are building solid foundations in Australia. Our mutual ownership gives us the ability to focus on building partnerships and managing clients’ futures for the long-term, rather than dealing with the short-term demands of corporate shareholders. We are excited to continue to partner with clients in a market that shares many similarities with our own domestic market in the UK. We are confident that our proven and principled approach to active management, for individual and institutional investors, including pension schemes, will be attractive and valuable to Australian investors.”
The four new Australian unit trusts are structured as ‘feeder funds’ into the firm’s flagship Dublin-based UCITS fund range and have been carefully selected based on investor needs and launched at scale with approximately A$1 billion of AUM.
The new unit trusts are the:
- Royal London Global Equity Select Fund
- Royal London Global Equity Diversified Fund
- Royal London Global Equity Enhanced Fund
- Royal London Short Duration Global High Yield Fund.
Royal London Asset Management’s global equity approach combines disciplined research with a focus on wealth creation and valuation. By assessing companies at different stages of development accelerating, compounding, maturing, or turnaround, portfolio managers identify high-quality opportunities without style bias. This strategy delivers balanced, diversified portfolios designed to perform across market cycles, underpinned by rigorous valuation discipline and integrated ESG principles.
The Short Duration Global High Yield Fund is the firm’s first local fixed income offering. The fund is a defensive, liquidity focused high yield bond strategy with a long history of delivering absolute returns across market cycles. The approach provides exposure to the high yield market allowing significant participation in the upside whilst giving a much lower exposure to downside volatility. Many clients have used this as a core allocation in portfolios.
Kevin Haran, Head of Regional Sales, Royal London Asset Management, said:
“We are investing with the aim of developing our own local funds and distribution model in Australia over time. Not only do these fund launches demonstrate our commitment to the market and that we are here for the long haul, but it also highlights our customer-led approach. We focus on understanding the needs of our clients firsthand, and we know the best approach to doing this is meeting them and their advisers face-to-face.”
-ENDS-
*As at 30 June 2025
**Based on total 2022 premium income. ICMIF Global 500, 2024