UK equities

Overview

The UK equity market is a diverse and well-established investment universe, with world leading governance standards. Home to many of the world’s leading multi-national companies, it provides access to global themes and the opportunity to pursue a variety of investment strategies.

The breadth and depth of the UK market mean it features a wide array of investment opportunities. Despite the fundamental attractions of this market segment, analytical coverage beyond the UK’s large caps is relatively sparse, creating genuine opportunities for stock picking.

Active stock picking

Our team adopts a fundamental approach to stock selection focusing on idiosyncratic drivers of stocks to find good ideas across the market-cap spectrum.

Excellent company access

Our size enables significant corporate access for our fund managers to engage with senior management, which is an essential part of thorough fundamental research.

Experienced

Our fund managers have an average of over 24 years’ investment experience in managing UK equities through changing economic conditions and business cycles

ESG integration

Environmental, Social and Governance (ESG) factors are integrated into the investment process and fund managers are supported in their analysis, ESG engagements and stewardship voting by our well-resourced Responsible Investment team.

Investment approach

We split our UK equity funds into five strategies to clearly align them with our clients' objectives. While each of the strategies has a distinct approach and focus, there are some aspects of their investment objective that our team all share:

Focusing on bottom-up stock picking
Emphasis on sustainable cash generation
Long-term investment horizon

Our fund range

The Royal London UK equity fund range sits within our main suite of equity funds. Our UK equity funds split into four strategies to clearly align them with our clients' objectives: Core, Income, Small and mid cap companies and Sustainable.

*The Royal London Sustainable Leaders Trust is adopting the Sustainability Focus label. We are updating the relevant fund material and will publish these once ready. Find out more on our SDR page or contact us.

Past performance is not a guide to future performance. The value of investments and any income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested.

Our team

Our UK equity team consists of six fund managers and six equity analysts with an average of 20 years’ investment experience*. Fund managers share company meetings and collaborate on idea generation and peer review, enhanced through the varied investment perspectives of the different strategies.

We strongly believe that the team’s collective working knowledge of the UK stock market is part of our competitive edge and enables the team to cover a large universe of investment opportunities.

*Team numbers as at January 2025