Legal & General UK Equity fund range:
There are currently seven funds in our actively managed UK equities fund range and each is managed using the same successful approach.
- Stock picking – ultimately, the performance of our UK equity funds rests on the ability of our experts to select the right stocks.
- ‘Bottom-up’ approach – where others apply a ‘top-down’ approach, we focus on individual companies to identify those we believe offer the most potential for growth.
- Focused fund range – with a high degree of manager conviction, our fund mangers choose from a limited number of investment stocks.
- Boutique style - means our fund managers are not restricted by an imposed global management system, but still benefit from our scale.
The six-step rule.
A rigorous, six-step selection process is used to identify the shares held in each of our actively managed funds.
- Screening to identify positive cash flow returns and attractive valuations.
- Company analysis to ascertain any competitive advantage they may have.
- Verification of any key strengths and weaknesses.
- Valuation via a complex, meticulous process to set a target price for shares.
- Stock preferences are compiled to construct a core ‘model portfolio’.
- Portfolio construction to maximise exposure to the best ideas.