Life Cycle US Equity Fund - UCITS

Fund Overview

The Life Cycle US Equity Fund – UCITS is a long-only diversified equity portfolio of 80-120 predominantly US companies with the aim of outperforming the MSCI USA 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

Senior Portfolio Manager

Peter Rutter

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.

Senior Portfolio Manager

Will Kenney

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.

Senior Portfolio Manager

James Clarke

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.

Portfolio Manager

Chris Parr

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.

Fund Facts

GBP R Accumulating
ISIN IE000ZUPXY65
Fund inception 30 September 2025
Investment objective The Fund aims to outperform the Benchmark over rolling 5 year periods
Suggested minimum investment period 5 years
Benchmark MSCI USA Net Total Return Index in USD
Hedged to class currency No
Dealing frequency & cut-off Daily (Dublin, London, New York) / 12pm
Distribution frequency Accumulating
Minimum initial investment GBP 100,000
Minimum additional investment GBP 1,000

The Fund is available to qualified / professional investors or equivalent in the relevant jurisdiction where the share class is permitted to be marketed/offered to.

Unit Prices

GBP R Accumulating

Contact us

For all inquiries please contact our distribution partner, Pinnacle Investment Management.

Office

London

Life Cycle Investment Partners
4 Frederick’s Place
London EC2R 8AB
United Kingdom

Risk warning

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.