Global Equity funds

The Royal London global equity diversified fund, is a diversified portfolio of approximately 200 investment holdings in equity markets from around the world.

Each of those holdings shares two key attributes. The first, is that every business in the portfolio is superior long-term shareholder wealth creating firm and secondly the valuation of that business is attractive relative to its peers. 

We have a differentiated investment process that we use to identify stocks and build our portfolio. It's built around a corporate lifecycle concept and also our use of an economic return framework.
It's a proven process that we have successfully used for more than 15 years as an investment team. We also integrate environmental social and governance analysis directly into the investment process. This occurs both when we are identifying long term shareholder wealth creating businesses, but also importantly when we are conducting our valuation work.

Environmental social and governance analysis will directly influence our cash flow forecasts for businesses. Therefore our valuation assessments and our ultimate portfolio decision making.
So what do investors get with this fund. Well the first thing is that by having a differentiated process you get differentiated stock picking and it's that differentiated stock picking which drives relative returns for investors over time.

The second thing is that by employing such a broad level of diversification, the relative returns of the portfolio tend to be very robust across different market environments and different performance cycles.
And finally ESG analysis is fully integrated into an investment decision making and the fund also has all of the responsible investment activities that RLAM brings to the table.

So for example proxy voting and engagement with management teams all over the world to improve environmental social and governance aspects of the holdings in the portfolio.

The Royal London global equity Select Fund is a high conviction stock picking fund, representing the best ideas from the global equity investment team here at RLAM. The fund itself is typically 30 to 40 holdings and each and every holding shares two key attributes.

The first is that every company in the portfolio is superior long-term shareholder wealth creating business and the second, just as importantly, is that each holding has very attractive valuation characteristics relative to the market.
We have a differentiated investment process built around our use of a corporate lifecycle concept and also an economic return framework.

It's a proven process that we have successfully employed for more than 15 years as an investment team and on top of that we also integrate environmental social and governance analysis directly into the investment process itself.
We do this first at the long-term shareholder wealth creation assessment stage and also secondly at the valuation stage.

For example we directly model environmental social and governance factors into our cash flow forecasts which impact our valuation work and ultimate decision making.
So what do you get with this fund and process? There are three key things to highlight, the first is that by having a differentiated investment process it tends to lead to very differentiated stock picking and this means the portfolio performance is driven by stock selection.

The second thing is the ESG analysis integrated into the process and all of the responsible investment activities we have here at RLAM.
This includes proxy voting on all of our holdings and extensive engagement with management teams around the world.
And finally, the third thing is because of the valuation focus in the fund the fund tends to perform best when value and valuation factors are dominating returns in financial markets.