Life Cycle Global Equity Fund - UCITS
Fund Overview
The Life Cycle Global Equity Fund – UCITS is a long-only global equity portfolio of 150-250 companies with the aim of outperforming the MSCI World Net Total Return Index across multiple market conditions.
The stocks are selected using a distinctive and proven Life Cycle inspired investment approach and combined into a portfolio with relatively balanced style characteristics where stock picking success is the primary driver of relative returns.
Portfolio Managers
Peter is a Senior Portfolio Manager co-managing Global Equity portfolios successfully for over 20 years. He has also been leading the Global Equity team for over a decade.
Prior to LCIP Peter was Head of Equities at Royal London Asset Management, and other notable experience includes being; partner at Ironbridge Capital Management, Director at Waverton Investment Management, analyst at Deutsche Asset Management.
Peter is a CFA charterholder, has CFA Institute Certificate in ESG Investing, Chartered Management Accountant ACMA, and a first class with distinction degree in Geography (MA) from the University of Cambridge.
Will is a Senior Portfolio Manager co-managing Global Equity portfolios successfully for over 20 years.
Prior to LCIP Will was a Senior PM at Royal London Asset Management, and other notable experience includes being; partner at Spencer House Capital Management, Director at Waverton Investment Management, analyst at Deutsche Asset Management.
Will is a CFA charterholder, has CFA Institute Certificate in ESG Investing, and BA (Hons) in Economics & Politics from the University of Durham.
James is a Senior Portfolio Manager co-managing Global Equity portfolios successfully for over 20 years.
Prior to LCIP James was a Senior PM at Royal London Asset Management, and other notable experience includes being; partner at Ironbridge Capital Management, Director at Waverton Investment Management, analyst at Deutsche Asset Management.
James is a CFA charterholder, has CFA Institute Certificate in ESG Investing, and BSc (Hons) in Economics from the University of Warwick.
Chris is a Portfolio Manager co-managing Global Equity portfolios successfully for over 7 years.
Prior to LCIP Chris was a PM at Royal London Asset Management, and an accountant at PWC.
Chris is a CFA charterholder, has CFA Institute Certificate in ESG Investing, and BSc (Hons) in Biology from the University of Oxford.
