Equities

Equity investment from a global player

Our equity investment specialists offer deep rooted expertise. Operating within small, dynamic teams, they provide a range of strategies to meet the changing needs of clients. From quantitative to growth to intrinsic value strategies, we aim to deliver predictable outcomes in an increasingly changeable and challenging world.

Delivering the best of our capabilities to you

We offer actively managed solutions which encompass:

  • Global, regional and single country strategies with varying risk and return attributes from intrinsic value, growth and quantitative teams
  • Large-cap, small-cap and mid-cap equity, long only and a number of long-short equity funds
  • In addition, we offer a number of sector, thematic and other specialised strategies

We are also one of the world's largest managers of Index and Rules Based portfolios. If you are looking for a passive investment approach, we offer:

  • Standard, broad index-tracking portfolios
  • Less-traditional strategies such as alternative index and smart beta

Our flexibility and expertise means we can tailor our offering to meet your specific needs.

Investment strategies

Active Equity

Europe Equity Concentrated Alpha

Benchmark

FTSE World Europe Index (customised).

Objective

The Fund invests in selected European companies with the aim to exploit inefficiencies in the market based on fundamental, quantitative and qualitative information sources.

Global Equity All Country

Benchmark

MSCI All Country World Index (ACWI) - Gross

Objective

The Fund aims to achieve long-term capital growth through active management of a diversified portfolio invested primarily in large and medium sized companies from both developed and emerging market countries.

Passive Equity

All World Equity Fundamentally Weighted GBP Hedged Index Fund

Benchmark

FTSE RAFI All World 3000 QSR Net (UK Pension) hedged to GBP (developed markets
only)

Objective

The Fund invests in a range of international equities.

Climate Aware World Equity Fund

Benchmark

FTSE Developed (net GB official)

Objective

The Fund invests in constituents of the FTSE Developed Index, tilting company exposures based on climate change aspects.

Developed Europe Equity Fundamentally Weighted Index Fund

Benchmark

FTSE RAFI Europe Index - QSR (net div. reinv.)

Objective

The Fund invests in the shares of a wide range of Continental European companies.

Developed World Equity Fundamentally Weighted Index

Benchmark

FTSE RAFI Developed 1000 INDEX - QSR (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

Developed World Equity Fundamentally Weighted Index GBP Hedged Fund

Benchmark

FTSE RAFI Developed 1000 100% Hedged to GBP Net Index - QSR (Net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards. Currency exposure is hedged back to Sterling.

Europe Ex-UK Equity Tracker

Benchmark

FTSE Developed Europe ex UK (net GB Official)

Objective

The Fund invests in the shares of a wide range of Continental European companies.

Europe Ex-UK Equity Tracker GBP Hedged

Benchmark

FTSE Developed Europe ex UK (Hedged) (Gross)

Objective

The Fund invests in the shares of a wide range of Continental European companies, with currency exposure hedged back to Sterling.

FTSE RAFI Developed 1000 Index Fund

Benchmark

FTSE RAFI Developed 1000 QSR Total Return Net GBP Index

Objective

The Fund seeks to deliver performance that is consistent with that of the FTSE RAFI Developed 1000 QSR Total Return Net GBP Index.

Global Emerging Markets Equity Tracker Fund

Benchmark

FTSE Emerging Index (net GB Official)

Objective

The Fund passively invests its assets in all, or substantially all, of the companies included in the Index. It invests in the shares of a range of emerging market companies and may also invest in ADRs, GDRs and other non-local lines, and has the ability to use ETFs and derivatives to obtain exposure to the underlying benchmark.

Japan Equity Tracker Fund

Benchmark

FTSE All World Japan (net GB official)

Objective

The Fund invests in the shares of a wide range of Japanese companies.

Japan Equity Tracker GBP Hedged

Benchmark

FTSE All World Japan (Hedged) (Gross)

Objective

The Fund invests in the shares of a wide range of Japanese companies, with currency exposure hedged back to Sterling.

MSCI World Minimum Volatility Index Fund

Benchmark

MSCI World Minimum Volatility Index Fund

Objective

The Fund seeks to deliver performance that is consistent with that of the MSCI World Minimum Volatility (GBP optimised) Total Return Net GBP Index.

North America Equity Tracker

Benchmark

FTSE All World North America (net GB Official)

Objective

The Fund invests in the shares of a wide range of North American companies.

North America Equity Tracker GBP Hedged

Benchmark

FTSE All World North America (Hedged) (Gross)

Objective

The Fund invests in the shares of a wide range of North American companies, with currency exposure hedged back to Sterling.

Pacific Ex-Japan Equity Tracker

Benchmark

FTSE Developed Asia Pacific ex Japan (net GB Official)

Objective

The Fund invests in the shares of a range of Asian companies.

Pacific Ex-Japan Equity Tracker GBP Hedged

Benchmark

FTSE Developed Pacific Basis ex Japan Hedged (Gross)

Objective

The Fund invests in the shares of a range of Asian companies, with currency exposure hedged back to Sterling.

Passive 80% Equity Fund

Benchmark

Custom benchmark

Objective

A passive global balanced fund for exempt approved UK pension funds, the Fund provides a diversified portfolio consisting predominantly of domestic and international equities, with the remaining invested in fixed income.

UK (World) Equity Tracker

Benchmark

FTSE All World UK (Gross)

Objective

The Fund invests in the shares of a wide range of UK companies.

UK Equity Tracker

Benchmark

FTSE All-Share (Gross)

Objective

The Fund invests in the shares of UK companies.

UK Large & Mid Cap Tracker

Benchmark

FTSE 350 (Gross)

Objective

The Fund invests in the shares of larger UK companies.

UK Mid Cap Equity Tracker Fund

Benchmark

FTSE 250 Index (Gross)

Objective

The Fund passively invests its assets in all, or substantially all, of the companies included in the Index. It invests in the shares of a range of emerging market companies and may also invest in ADRs, GDRs and other non-local lines, and has the ability to use ETFs and derivatives to obtain exposure to the underlying benchmark.

UK Small Company Equity Tracker

Benchmark

FTSE Small Cap (Gross)

Objective

The Fund invests in the shares of smaller UK companies.

USA Equity Fundamentally Weighted Index Fund

Benchmark

FTSE RAFI US 1000 Index - QSR (net div. reinv.)

Objective

The Fund invests in the shares of a wide range of American companies.

USA Equity Tracker

Benchmark

FTSE USA (net GB Official)

Objective

The Fund invests in the shares of a wide range of American companies.

World Equity Fundamentally Weighted Index Fund

Benchmark

FTSE RAFI All World 3000 Index - QSR (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

World Equity Optimised Volatility Index

Benchmark

MSCI World Minimum Volatility (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

World Equity Tracker

Benchmark

FTSE Developed (net GB Official)

Objective

The Fund invests in the shares of a wide range of international equities.

World Ex-UK Equity Tracker GBP Hedged Fund

Benchmark

FTSE Developed exUK Hedged (Gross)

Objective

The Fund invests in a range of international equities.

World Ex-UK Tracker

Benchmark

FTSE Developed exUK Hedged (Gross)

Objective

The Fund invests in a range of international equities.

World Quality Companies Index

Benchmark

MSCI World Quality (net Lux)

Objective

The Fund invests in the shares of a wide range of global equities, with ability to use exchange-traded futures and forwards.

If you require further information please get in touch.

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