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

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.

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.

Fund Facts

R Share Class GBP 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
R Share Class EUR Accumulating
ISIN IE000YBKLYT2
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 EUR 100,000
Minimum additional investment EUR 1,000
R Share Class USD Accumulating
ISIN IE0008SYZPU6
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 USD 100,000
Minimum additional investment USD 1,000
I Class GBP Accumulating
ISIN IE000JCHFI69
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 10,000,000
Minimum additional investment GBP 100,000
I Class EUR Accumulating
ISIN IE000ZFKH1E1
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 EUR 10,000,000
Minimum additional investment EUR 100,000
I Share Class USD Accumulating
ISIN IE0001MGVLS3
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 USD 10,000,000
Minimum additional investment USD 100,000
C Class GBP Accumulating
ISIN IE000V32LJ85
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 100,000,000
Minimum additional investment GBP 500,000
C Class EUR Accumulating
ISIN IE000ZQVNKG6
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 EUR 120,000,000
Minimum additional investment EUR 500,000
C Class USD Accumulating
ISIN IE0003J5N1U0
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 USD 130,000,000
Minimum additional investment USD 500,000

Unit Prices

R Share Class GBP Accumulating

Unit Prices

R Share Class EUR Accumulating

Unit Prices

R Share Class USD Accumulating

Unit Prices

I Share Class GBP Accumulating

Unit Prices

I Share Class EUR Accumulating

Unit Prices

I Share Class USD Accumulating

Unit Prices

C Share Class GBP Accumulating

Unit Prices

C Share Class EUR Accumulating

Unit Prices

C Share Class USD Accumulating

Documents

Prospectus
Supplement
Interim Report and Financial Statements
C Class USD Accumulating Key Information Document
C Class EUR Accumulating Key Information Document
C Class GBP Accumulating Key Information Document
I Class USD Accumulating Key Information Document
I Class EUR Accumulating Key Information Document
I Class GBP Accumulating Key Information Document
R Class USD Accumulating Key Information Document
R Class EUR Accumulating Key Information Document
R Class GBP Accumulating Key Information Document
Monthly Report
Monthly Report
Monthly Report
Monthly Report

Contact us

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

E: distribution@pinnacleinvestment.com
P: 1300 010 311
W: www.pinnacleinvestment.com

Office

London

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