Equities

Experience, conviction, performance

RLAM has a suite of compelling equity products that offer a new perspective on the UK and overseas stock markets. Our managers are building strong reputations for their funds, based on their distinctive investment approaches and their impressive performance relative to their peer groups.

Quite simply, by employing experienced, proven fund managers and letting them manage assets in a way that suits their natural investment styles, we have been able to deliver superior returns for our clients.

The importance of experience

With an average of 19 years’ investment experience across RLAM’s 16-strong equity team, our fund managers can use their extensive market knowledge, built through good times and bad, for today’s clients. Together, they manage over £10 billion of assets giving them significant access to senior company management. 

A high conviction approach

We are strong believers in the long term value of active fund management and believe in incentivising our fund managers for the added value they bring to their portfolios. Within agreed risk parameters, our fund managers are free to back their investment decisions with a high conviction approach, avoiding the “ballast” of many other funds and making sure each holding competes for its place in the portfolio.

A blend of investment styles

Each of our equity managers has a distinctive approach to managing money. At RLAM, we believe in backing our fund managers to do what they do best: using their own, proven, active management styles to add value to our clients’ assets. Ideas are shared through a series of formal and informal meetings, but each fund manager has ultimate responsibility for how their fund is structured, according to their own investment style. Funds are not managed using model portfolios, nor are our fund managers required to hold any stock they do not personally believe in.

We believe this provides a stimulating environment for our managers but also has direct benefits for our investors.

Performance

Our fund managers have been awarded a number of Citywire ratings, as well as winning two Lipper awards for equities, recognising their consistent risk adjusted performance, and our funds have demonstrated strong relative returns against their IMA sector peer groups.

Best Group over three years - Equity Large
Best Group over three years - UK Equity Large