Equities

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Active equity solutions that start with you

Drawing on our extensive heritage and research capabilities, we offer investors a focused range of equity and bespoke solutions. Our equity team manages £18 billion* in active equities across a focused range of strategies with portfolio construction designed to deliver enhanced returns through stock selection.

Core equity

We offer core equity capabilities in Global, UK, Emerging Markets and Asia-Pacific strategies that aim to deliver a modest level of alpha within a lower risk approach through portfolios underpinned by a diversified set of our best fundamental ideas across sectors.

Income

We leverage our heritage in UK and global equity income investing to offer differentiated solutions for income-driven investors. Our flagship Global Equity Income strategy looks outside the traditional income sectors to maximise income and capital growth through the cycle.

High alpha

We manage a range of high conviction solutions for investors looking to complement their core equity allocations, such as our Global Equity Endurance and UK Equity Unconstrained strategies.

Sustainable

For sustainable-minded investors, we can create bespoke solutions based on our Stewardship range, and Natural Capital and Climate focused equity strategies. These solutions can invest in companies that aim to turn their positive sustainability credentials into profitable growth

Fundamentally-driven equity investing

We leverage more than 50 years of experience investing with a fundamentally-driven approach, underpinned by a culture of collaboration through our industry sector hub research process.

Fundamentally driven

Thematics underpin our fundamental idea generation process. We invest with a long-term, bottom-up approach, focusing on the best opportunities globally.

Connected across capabilities

Investment decisions are enhanced by our industry ‘sector hub’ model, which connects our equity team with insight from investment professionals across other geographies and asset classes.

Solutions that start with you

We believe we are well-placed to help our clients with equity solutions that span across our range of Core, Income, High Alpha and Sustainable strategies, as well as tailored solutions to address your specific needs.