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RLAM launches Global Equity Transitions Fund

9th November 2022

Royal London Asset Management (RLAM) announces the launch of its Global Equity Transitions Fund.

Employing a high-conviction, actively managed approach, the new Fund will invest across global equity markets to provide investors with exposure to companies that can make a real contribution to the transition to a more sustainable world.

These companies will be characterised by their ability to transition their own businesses over time to a more sustainable path and / or contribute to the transition of others, whilst also demonstrating a record of active engagement with shareholders.

A portfolio comprising of 40-60 companies, the Fund will specifically focus on those corporates able to play a material role in the areas of climate transition, natural capital preservation, health & wellbeing, and equality of opportunity, whilst also demonstrating the ability to deliver superior risk-adjusted returns.

The Fund is an Article 8 EU taxonomy-aligned Fund, and will be managed by Bixuan Xu a member of the 11 strong multi-award winning RLAM Global Equity team, which employs its differentiated and proven Life Cycle approach across a number of discrete strategies.

Bixuan Xu, Portfolio Manager of the Global Equity Transitions Fund, commented:

“In an ever-evolving world, it is important to be on the right side of change. We believe that our approach provides investors with a highly attractive solution to access businesses that can meaningfully benefit from transitioning to environmental and social sustainability, whilst having a positive impact on the world around them.”

Rob Williams, Chief Distribution Officer at RLAM, added:

“We believe it is important to engage with change. Those companies faced with the biggest challenges are those with the potential to make the biggest difference, particularly as environmental and social concerns become more acute. By engaging with these businesses and aiding their transition, we believe we can facilitate meaningful contributions to a more sustainable world whilst also providing investors with opportunities to access highly attractive sources of return.”

– ENDS –

The views expressed are those of the author at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.