Active Equities

Investing to perform, engaging to transform

Read our Active Equities storyOpens in new window
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.

Putting quality first

For us, long-term performance starts by identifying quality companies – often ahead of the market.

Through fundamental, global research we rate every company under coverage against strict criteria to find strong business models, clear competitive advantages – and the leaders and innovators shaping the world.

Powering positive engagement

For the sake of performance and responsible capital allocation, we rigorously assess companies on ESG (environmental, social and governance) factors.

Once invested, we are active and engaged owners, working with companies to drive positive action and setting clear milestones for change.

Outcome-driven investment

Clients have many different goals. To help meet them, we offer a broad range of high-conviction equity solutions.

From growth to income funds, and sustainable to small- and mid-cap strategies, we build portfolios focused on the outcomes investors need.

Our ESG approach to equity investing

We believe that ESG factors may be financially material and can impact a company’s performance – either positively or negatively. Understanding ESG risks and opportunities, alongside other financial metrics, is therefore an intrinsic part of our research process.

Read more about sustainable investing

Our strategies

Chinese Equities

The China opportunity is vast. We believe our 30 years’ experience in China and first-hand insights mean we are ideally placed to connect our clients to this huge market.