• investment strategies.
    • Equities

    equities.

    strategies
    strategies·sustainable·regional·thematic·performance and data·insights

    equity strategies.

    Our equity solutions are designed around rigorous, transparent investment approaches created to help you align portfolios to your clients’ goals.

    Aiming to optimise returns through in-depth research, stock-picking expertise, portfolio diversification and dynamic risk management, we offer a range of actively-managed portfolios.

    sustainable equities.

    Companies that we believe have the potential to profit from the transition to a more sustainable world. To view our Sustainable Finance Disclosure Regulation (SFDR) Classifications, click here.

    See our sustainable strategies:

    Planetary Transition

    Planetary Transition

    The defining mega trend of the 21st century.
    Circular Economy

    Circular Economy

    Harnessing the regenerative power of nature.
    TargetNetZero Equity

    TargetNetZero Equity

    Decarbonise, diversify and drive the transition.
    New Food Systems

    New Food Systems

    Capturing profit pools as the world transitions from old to new food systems.
    Future Electrification

    Future Electrification

    One of the greatest opportunities in the history of capitalism?

    global, regional and country specific equities.

    Our experts seek high quality companies that they are convinced offer the strongest potential to meet strategy objectives.

    See our regional strategies:

    Asia High Conviction

    Asia High Conviction

    Equities fund seeking to invest in the winners of Asia's transformation.
    China High Conviction

    China High Conviction

    China is catching up – creating potential opportunities for discerning investors.
    Emerging High Conviction

    Emerging High Conviction

    A fund seeking to invest in attracting emerging market equities.
    Europe High Conviction

    Europe High Conviction

    This Sub-Fund aims to capture the diverse investment opportunities available.
    Continental Europe Family Leaders

    Continental Europe Family Leaders

    A portfolio of family-owned small caps.
    Swiss Equities

    Swiss Equities

    Home to high quality growth leaders.

    thematic equities.

    Investing in the mega trends likely to impact returns including the ageing population, the power of brands and healthcare and financial technology. 

    See our thematic strategies:

    Golden Age

    Golden Age

    The silver economy, a golden opportunity.
    Global FinTech

    Global FinTech

    An active, fundamental approach to investing in companies that benefit from the digitalisation of financial services.
    World Brands

    World Brands

    Investing in the world’s most valuable brands.

    Find out more about our equity funds performance and data.

    more information

    insights.

    A stock masterclass: 15 years of World Brands
    equitiesInstitutional
    equitiesInstitutionalWholesaleThematicWorld Brands

    A stock masterclass: 15 years of World Brands

    Lead Portfolio Manager Juan Mendoza outlines how to spot the future’s most valuable brands, as our World Brands strategy marks 15 years since launch

    Webinar | TargetNetZero
    loim tubeInstitutional
    loim tubeInstitutionalWholesalefixed incomeTNZ Fixed IncomeequitiesTNZ equities

    Webinar | Net-Zero investing

    How can investors prepare for this transition? Our TargetNetZero webinar will try and answer this question. Register, and join us to find out more.

    Decarbonisation: are companies making progress?
    equitiesTNZ equities
    equitiesTNZ equitiesSustainableequities

    Decarbonisation: are companies making progress?

    Are companies with SBTi commitments to reduce emissions starting to deliver on their targets? We look at the data to find early transition leaders.

    Domande chiave sulla strategia World Brands
    investment viewpointsInstitutional
    investment viewpointsInstitutionalWholesaleWorld Brands

    Key questions about World Brands

    This Q&A explores the investment philosophy behind our World Brand strategy. How do we spot companies with the most potential for alpha? 

    CIO views: sharpening an information edge
    cross assetfixed income
    cross assetfixed incomeWholesaleequitiesmacromulti-assetalternativesconvertiblesInstitutional

    CIO views: sharpening an information edge

    How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

    LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate
    media releasesCorporate
    media releasesCorporatePlanetary TransitionSustainableequities

    LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate

    The UK pension scheme has chosen our Planetary Transition strategy to fulfil the listed equity allocation of a dedicated sustainability portfolio.

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