Royal London Global Equity Income M Inc
- Citicode
- QUCJ
- Launch Date
- 25-02-2020
- Fund Size
- £840,597,376
- Yield
- 2.13%
- Ongoing Charge
- 0.72%
- Fund Managers
- Matt Kirby
Richard Marwood
Fund Objective
The Fund's investment objective is to achieve a combination of income and capital growth (a total return) over the medium term, which should be considered as a period of 3-5 years, by predominantly investing in shares of companies globally. The Fund’s performance target is to outperform, after the deduction of charges, the MSCI World Net Total Return Index GBP (the "Index") by 2% p.a. over rolling 3-year periods. The Fund also aims to produce an income 20% higher than the Index's income p.a. over rolling 3-year periods (after the deduction of any charges).
Top 10 Holdings
Asset Class
Fund Manager
Matt Kirby
Start Date
11-11-2024
Bio
Matthew Kirby – Fund Manager, Matt joined Royal London Asset Management in November 2024. Prior to this, Matt worked for Aviva Investors where he was co-portfolio manager on the Aviva Investors Global Equity Income Fund, which won Investment Week’s 2024 Fund Manager of the Year Award – Global Equity income. He joined Aviva Investors in 2016 as a graduate intern for the Global Executive Committee before joining the Equities team in 2017 as an analyst covering the European healthcare sector. He was promoted to co-portfolio manager of the Aviva Investors European Equity Strategy in 2020. In 2021 he became co-portfolio manager of the Aviva Investors European Climate Transition Equity Fund and also the Aviva Investors Social Transition Global Equity Fund. Matt holds a BA (Hons) in Finance from the University of Tulsa. He also holds the Investment Management Certificate and is a CFA Charterholder.
Fund Manager
Richard Marwood
Start Date
10-12-2024
Bio
Richard Marwood – Head of UK and European Equities, Richard is the Head of UK and European Equities team and manages the UK Equity Income, UK Dividend Growth and UK Income with Growth funds. He joined RLAM in 2016, having previously worked at AXA Investment Managers for 19 years where ran a wide range of UK equity and multi-asset portfolios, most notably AXA’s Distribution Fund franchise. Prior to working in the City, Richard had an engineering background, having served an apprenticeship with British Aerospace. He holds a Mechanical Engineering Degree from Sheffield University and a PhD in Aerodynamics from Oxford University.
Data source:
All financial data is supplied by FE
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