Active equity

Why active equity?

Our product offering within active equity is focused on strategies where we believe an active investment style can sustainably add value for our clients, compared to passive alternatives.

Why LGIM for active equity?

We prioritise delivering solutions which are orientated to specific client investment needs and where we believe active investing can sustainably add value. Our strategies tend to be high conviction, concentrated portfolios with high active share. Our range of products aims to cater for the varying needs of our clients.

Our approach

The key characteristic that runs through all our strategies is our focus on stock selection, driven by bottom-up, fundamental analysis. Our research process aims to uncover stocks where we believe their full potential upside is not correctly priced by the market.

Income - The strategy aims to exploit the underestimated contribution of dividends to the total returns of stocks located in the UK, Europe and Asia. Most importantly, the team aim to avoid those high yielding stocks which may not be able to sustain their dividend in the coming years.

Find out more about our Income Strategy

Regional Growth - The strategy invests in high-conviction ideas in mid-sized and large companies, an area beyond the spotlight of many investors. These companies tend to be less well covered and researched, and therefore offer more potential for finding new and misunderstood investment opportunities. We believe these areas can benefit the most from skilful active timing of purchase and sell decisions.

Find out more about our Growth Strategy

Future World Global Focus - A highly concentrated portfolio of 30 – 40 stocks, predominantly large caps, selected through bottom-up fundamental analysis with a focus on sustainable growth, high returns and strong thematic positions. The fund is sector and country agnostic, but invests mostly in growing and high quality companies in consumer, technology, healthcare, industrials and financials sectors.

Outcome orientated - An outcome orientated suite of products which target returns of inflation plus 4% and invest in a concentrated portfolio of large-cap equity and investment grade fixed income. There is no inflation plus 4% index that could simply be matched through a passive approach. We believe this is a compelling return target and relevant to many clients’ long-term savings and pensions goals.

Find out more about our Global Equity Strategy