In recent years Royal London Asset Management's Global Equity team has navigated the polarisation between growth vs value. In this article we look at the stock selection and portfolio construction discipline they have employed. We also consider how the team has sought a differentiated approach to peers, as well as the specific processes they have implemented with the aim of creating consistent alpha across different style cycles.
Past performance is not a reliable indicator of future results. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author's own and do not constitute investment advice.
About us: Royal London Asset Management (RLAM) is one of the UK's leading fund management companies, managing assets on behalf of a wide range of clients. Our experienced team of investment specialists manages around £147.2 billion of assets (as at 31.03.2021), investing across all major asset classes. Our funds are aimed at meeting a broad range of investor needs.
Contact details: bdsupport@rlam.co.uk and 020 3272 5950
