Active equity

Investment approach

We believe an active approach to managing equities can add long-lasting value for clients. Our bottom-up high-conviction, often contrarian approach to stock selection means that our portfolios tend to have a high active share.

Active equity strategies

We aim to deliver outcomes that are hard to replicate via beta solutions. Building focussed growth and value portfolios which avoid style drift.

Value Funds

Equity income: Seeking companies which are attractively valued and generating healthy free cashflows and who are committed to a meaningful dividend policy. Our approach incorporates:

  • Seeking a discount to intrinsic value
  • Above-average income
  • Total return mindset
  • High active share

Growth Funds

Focussed Growth: Seeking companies with the ability to perform ahead of their sector and the overall market. Our approach incorporates:

  • Thematic
  • Focus on secular opportunities
  • Bias to organic growth
  • Concentrated

Global Equity

Future World: Our global, concentrated fund delivers bottom-up stock selection through environmental, social and governance (ESG) integration, active engagement and the long-term thematic drivers of global change.

Active equity funds

We offer a select range of active funds where we believe high-conviction, concentrated portfolios can generate outperformance.

Real Income Builder

An outcome-orientated, real income solution which aims to provide sustainable income growth with a total return mind-set.

Growth Trust

A highly concentrated portfolio of only 25, broadly equally weighted holdings, with a bias towards quality growth ideas. We adopt a “one in, one out” approach to stock selection, with the aim of providing long term growth for investors.

Future World Global Equity Focus Fund

An actively managed, global equity ESG fund aiming to identify mispriced change, launched for investors seeking to outperform the MSCI World Index.

Asian Income Trust

Capitalising on Asia’s diversification, this fund aims to provide an above-market level of yield as well as maximising total return.

Beyond beta

The Active Equity team focuses on investment strategies that are designed to complement index portfolio building blocks.

  • Conviction: We aim to manage funds that are comprised of high-conviction ideas that drive high active share
  • Differentiated: We target outcomes that are hard to replicate via index solutions such as forward looking sustainable long-term income and focused growth portfolios
  • Advantaged: LGIM's industry-leading access to company management is a key advantage for the team over competitor active equity funds

Insights

We publish a range of articles and publications on a regular basis covering key themes in financial markets and topical investment commentary. These include long-term investment themes, market insights and client solutions-based thinking. 

Market Insights

Sharpening your focus on what matters in markets.

Long-term Thinking

Our research on the most important trends affecting the future of the global economy.

Investment Foresight

Our thinking in action. Sharing the strategy behind our solutions and how we implement them.

MiFID II

Information about the MiFID II regulations that came into effect in January 2018, including how costs and charges are represented for LGIM funds.

Additional asset classes

Disclaimer

This is not a consumer advertisement. It’s intended for professional financial advisers and should not be relied upon by private investors or any other persons.

The value of investments and any income from them may fall as well as rise, and investors may get back less than they invest. Past performance is not a guide to future performance. Changes in exchange rates or medium to long-term interest rates may cause the value of an investment to fall.

Legal & General (Unit Trust Managers) Limited. Registered in England and Wales No. 1009418. Registered office: One Coleman Street, London EC2R 5AA. Authorised and regulated by the Financial Conduct Authority.