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Our views 17 March 2022

Idiosyncratic returns - consistent alpha across different style cycles

5 min read

In 2017, RLAM launched two global equity strategies – Global Equity Select and Global Equity Diversified. The strategies have since produced four years of attractive absolute and relative returns, continuing an impressive track record from a strategy that was initially launched in 2002.

Using a markedly differentiated stock selection approach, the strategies have delivered a consistent track record of performance across economic cycles and differing periods of style leadership. Given the polarisation of Growth and Value style returns over the recent market cycle, it is a good opportunity to look back and understand the drivers behind performance. What we see is evidence of an approach that has idiosyncratic company insights driving outperformance, without depending on a favourable style environment.

Read in full: Idiosyncratic returns

This is a financial promotion and is not investment advice.

The funds are sub-funds of Royal London Equity Funds ICVC, an open-ended investment company with variable capital with segregated liability between sub-funds, incorporated in England and Wales under registered number IC000807. The Authorised Corporate Director (ACD) is Royal London Unit Trust Managers Limited, authorised and regulated by the Financial Conduct Authority, with firm reference number 144037.

For more information on the funds or the risks of investing, please refer to the Prospectus or Key Investor Information Document (KIID), available via the relevant Fund Information page on www.rlam.co.uk.