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CAPABILITIES

UK equity investing

A diverse and well established market

OVERVIEW

UK equity investing at Royal London Asset Management

The UK equity market offers institutional clients a range of investment options, from large-cap global corporations, income stocks, smaller companies or some of the world’s leaders in sustainability.

We believe that by adopting style-agnostic strategies that are based on stock selection, we can provide institutional clients with superior risk-adjusted returns across this array of investment options

Why Royal London Asset Management for UK equity?

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Robust process

A focus on long-term cash generation and contrarian decision making, generates potential investment opportunities

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Alpha generation

We use qualitative and quantitative screening to identify mispriced stocks

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Wealth creation

Stock selection drives relative performance across high-conviction, style-agnostic portfolios

Process

The team focuses on identifying companies with strong long-term cash generation, efficient capital allocation and attractive valuations, taking a contrarian view when market expectations appear misplaced.

Potential ideas are initially screened via quantitative tools and then further scrutinised by the team to identify potential mis-valuations, overly demanding assumptions and stocks that have fallen unduly out of favour.

We then look to construct focused portfolios of high-conviction holdings, diversified across sectors and Corporate Life Cycle stages, The objective is to create well-balanced portfolios that can deliver consistent and repeatable capital growth and income generation over the long term.

Team

Royal London Asset Management has a highly experienced UK Equity team. Fund managers share insights from company meetings and collaborate on idea generation, enhanced through the varied investment perspectives of the different strategies. We strongly believe 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.

  • Mike Fox

    Mike Fox

    Head of Equities
  • Richard Marwood

    Richard Marwood

    Head of UK and European Equities

Funds

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. 

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