Royal London Asset Management to limit access to Global Equity Select strategy

Published  14 September 2023
   2 min read

Royal London Asset Management has announced that it has taken the decision to limit access to the Royal London Global Equity Select strategy.

This decision follows a sustained period of success for the Global Equity Select strategy, which has seen strong inflows and interest from investors in the UK and across the globe.

Royal London believes this decision is in the best interest of its clients, ensuring that the strategy and its portfolio managers can continue to access all parts of the global equity market.

The Global Equity Select strategy employs Royal London Asset Management’s Global Equity team’s longstanding and proven investment process, investing in companies at the optimal part of their life cycle to deliver a balanced, concentrated portfolio with low style risk. This approach has proved highly successful, with the strategy consistently recording market-leading risk-adjusted performance and regularly being ranked in the top decile of performance within its peer group.

The Global Equity Select strategy forms part of a range of global equity investment solutions offered by Royal London Asset Management to meet the requirements of a broad spectrum of clients including retail investors, wealth managers and institutions. These strategies - Global Equity Diversified, Global Equity Income, Global Equity Transitions, and Global Equity Enhanced – continue to remain open to existing and new investors. Also employing the Royal London Asset Management Global Equity team’s proven approach to stock selection and portfolio management, these strategies have consistently maintained extremely strong records of delivering risk-adjusted outperformance.

As part of this action, Royal London Asset Management has moved to limit the issuance of shares in the Royal London Global Equity Select Fund. As a result, both existing and new investors will not be able to purchase shares in the Fund. The limitation of issuance of shares applies to all share classes.

Rob Williams, Chief Distribution Officer at Royal London Asset Management, commented:

"This decision reflects our continued commitment to deliver the best outcomes for our clients. We have seen extremely strong interest in the Global Equity Select strategy, with capacity levels now reaching a point where we believe it is in the best interest of investors to exercise controls to ensure our investment team can continue to invest in best-of-breed companies that can deliver attractive long-term outperformance."

For further information please contact:

Lora Coventry, Senior PR Strategy Manager

Matt Rogers, Director, JPES Partners

About Royal London Asset Management:

Established in 1988, Royal London Asset Management is one of the UK's leading fund management companies, providing investment management solutions to both wholesale and institutional clients such as not-for-profit organisations, local authorities and the insurance sector.

Royal London Asset Management manages £162 billion of assets as at 31 December 2023. It invests in all major asset classes including UK and overseas equities, government bonds, investment grade and high yield corporate bonds, property and cash.

Issued by Royal London Asset Management Limited, registered in England and Wales number 2244297; authorised and regulated by the Financial Conduct Authority. Registered Office: 80 Fenchurch Street, London, EC3M 4BY.

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