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Equities

Our wide range of innovative, client-focused equity solutions across the investment spectrum are all driven by proprietary fundamental research and a robust investment process. Our objective is to deliver strong risk-adjusted returns and to tailor equity strategies to investors’ unique investment objectives.

View full list of equity funds.

Passive Strategies: Cost-efficient index replication Active Systematic: Enhanced risk-adjusted returns Active Fundamental: Stock selection driving alpha
  • Efficient exposure to reference cap-weighted
  • Transparent end-to-end process with dedicated proprietary technology
  • Risk-managed efficient portfolio replication
  • Replication: physical or optimised
  • Intelligent implementation of index changes, dividend arbitrage etc.
  • Aims to deliver consistent outperformance against a market cap weighted index in a systematic and risk-controlled manner
  • Proprietary quantitative analytics and investment tools enabling us to integrate ESG and climate factors systematically in our portfolio optimisation within Multi-Factor Equity strategies
  • Stock by stock signals to drive a bottom-up portfolio construction process with proprietary factor definitions
  • Research insights driven by an experienced and well-resourced team with a long-term track record
  • Stock selection driven by proprietary fundamental research, with integrated Environment, Social and Governance (ESG) analysis
  • Shared insights and perspectives from the broader global investment team
  • Proprietary support tools reinforce disciplined approach

Leveraging a global investment platform to support local opportunities

Our presence in over 26 countries allows us to connect investors with investment opportunities wherever they are. Our global equity investment platform allows a global exchange of ideas and best practice while ensuring investment discipline and consistency.

Local teams benefit from access to a global network and global funds benefit from on-the-ground local knowledge. All benefit from best-in-class investment technology, quantitative research and proprietary decision-support tools.

Robust investment culture ingrained in all our strategies

We are patient investors with a contrarian perspective and a strict valuation discipline - meaning we are able to source mispriced opportunities.

Our investment process emphasises transparency and discipline, with fully-integrated governance and risk management. We use proprietary risk models and portfolio-construction tools to manage factor exposures and avoid unrewarded risk. Our aim is to deliver high-conviction portfolios focused on risks and diversification. Our investment strategies are supported by independent risk monitoring and controls.

A research-driven approach

The process, platform and tools our portfolio managers use are built on the proprietary research and insights of our quantitative research team. The expertise of our global equity research team is integrated throughout our investment process, supporting our team of 180 equity investment professionals.

This allows our fund managers to focus on what matters - delivering the solutions that best meet our clients' objectives.

Across our global network, these research capabilities enable us to engage and innovate with investors on solutions responding to their investment challenges.

Risk Warning

The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested.

Focus on

Find a fund

View our Equities funds

Investment expertise

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